Nicholas  Anderson,  CFP<sup>&reg;</sup> - Financial Advisor

Nicholas Anderson, CFP®

CIMA®, BFA™

Financial Advisor

Summit Wealth Management

5690 DTC Blvd, Ste 500W
Greenwood Village, CO 80111
FINANCIAL ADVISOR'S WEBSITE
(303) 221-6420

General

Nicholas Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Management in Greenwood Village, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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