Stephen  West,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen West, CFP®

ChFC®, CRPS®

Chapel & Collins, LLC

215 W. Oak St., Suite 901
Fort Collins, CO 80521
(888) 755-0505
(970) 204-1376
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General

Stephen West is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Chapel & Collins, LLC in Fort Collins, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Chapel & Collins, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources