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Brian M. D'Orazio

CFP®, CDFA™

Specialties: Comprehensive Financial Planning, Getting Divorced, Life Planning

Financial Advisor serving Colorado and the surrounding communities.

CliftonLarsonAllen Wealth Advisors, LLC

8390 E Crescent Pkwy, Ste 500
Greenwood Village, CO 80111
(303) 779-5710 Contact Me

Anita M. Polner

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

UBS Financial Services, Inc.

1801 13th St, Ste 100
Boulder, CO 80302
(800) 367-3052
(303) 441-5330
Contact Me

Todd N. Lebor

CFP®

President/Owner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

TNL Asset Management LLC

315 S. Boulder Rd, Suite 207
Louisville, CO 80027
(773) 208-2733 Contact Me

Dale L. Lukenbach

CFP®

Non-Producing Rep

Specialties: Business Taxes, Employee Benefits, Personal Taxes

Financial Advisor serving Colorado and the surrounding communities.

CAATS Financial Strategies

10730 E Bethany Dr, Ste 115
Aurora, CO 80014
(303) 671-6114 Contact Me

Kris Tower

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

American Portfolios Advisors

4700 S Syracuse St, Ste 830
Denver, CO 80237
(303) 850-4867
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Jonathan Forbes

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Petra Financial Advisors

2 N. Cascade Ave., #720
Colorado Springs, CO 80903
(888) 636-6300
(719) 636-9000
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Paul F. Staib

CFP®, MBA

Principal

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124
(303) 346-5336 Contact Me

Debbie J. Freeman

CFP®, CPA

Director of Tax & Financial Planning

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Peak Financial Advisors

50 S Steele St, Ste 815
Denver, CO 80209
(303) 316-2799 Contact Me

Kristi L. Sweeney

CFP®, LUTCF

CFP

Specialties: Estate Planning, Employee Benefits, Insurance, Life Planning, Long-term Care, Medical &...More

Financial Advisor serving Colorado and the surrounding communities.

Sweeney & Associates, LLC

1805 So. Bellaire St., Ste 545
Denver, CO 80222
(888) 868-9642
(303) 773-0200
Contact Me

Michael F. Trinen

CFP®, AIF

Managing Director/First VP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Colorado and the surrounding communities.

RBC Wealth Management

3003 E Harmony, Ste 400
Fort Collins, CO 80528
(970) 206-1174 Contact Me

John J. Diak

CFP®

Principal

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Oatley & Diak LLC

18801 East Mainstreet, Suite 240
Parker, CO 80134
(303) 221-1900 Contact Me

Brian J. Mitchell

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Colorado and the surrounding communities.

1377 Castlepoint Circle
Castle Pines, CO 80108
(303) 478-7597 Contact Me

Jennifer Kay Hicks

CFP®

Specialties: Budget & Debt Management, Investment Management, Insurance, Retirement, Stocks & Bonds

Financial Advisor serving Colorado and the surrounding communities.

Purpose Planning

1465 Kelly Johnson Blvd, Ste 305
Colorado Springs, CO 80920
(719) 590-4110 Contact Me

Joel G. Johnson

CFP®

Portfolio Manager

Specialties:

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Capital Investment Counsel

210 University Blvd, Ste 550
Denver, CO 80206
(303) 996-6296 Contact Me

Whitney W. Grimm

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Summit Wealth Management, Ameriprise Financial

5690 DTC Blvd, Ste 500W
Greenwood Village, CO 80111
(877) 843-5539
(303) 221-6416
Contact Me

Martha J. Wilcoxson

CFP® ®

Registered Investment Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Colorado and the surrounding communities.

Commonwealth Financial Network

601 Court St
Pueblo, CO 81003
(719) 545-6499 Contact Me

J. Wayne Farlow

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Financial Abundance, LLC

4950 W 107th Loop
Westminster, CO 80031
(303) 554-0309 Contact Me

James J. Pasztor, Jr.

CFP®

Vice President of Academic Affairs

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

College for Financial Planning

9000 E Nichols Ave, Ste 200
Centennial, CO 80112
(800) 237-9990
(303) 220-4839
Contact Me

Karen K. Salvatore

CFA, CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

Financial Advisor serving Colorado and the surrounding communities.

Shine Investment Advisory Services Inc.

2170 Lewis St
Lakewood, CO 80215
(303) 909-2687 Contact Me

Jill A. Rogers

CFP®, CPA

Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Frontier Wealth, LLC

10375 Park Meadows Drive, Suite 500
Lone Tree, CO 80124
(303) 895-3203 Contact Me

Christian K. Johnson, Jr.

CFP®

Founder

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Capital Investment Counsel, In

191 University Blvd, Ste 516
Denver, CO 80206
(303) 329-9000 Contact Me

Brian W. Little

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Financial Solutions of Colorado

12325 Oracle Blvd, Suite 120
Colorado Springs, CO 80921
(719) 528-8115 Contact Me

Herbert C. White

CFP®, MBA

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Life Certain Wealth Strategies, LLC

8400 E Prentice Ave, Ste 715
Greenwood Village, CO 80111
(303) 793-3999 Contact Me

Richard L. Carroll

CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

First Ascent Financial

421 N Spruce St.
Colorado Springs, CO 80905
(719) 330-3861 Contact Me

Bill Hoeltgen, Sr.

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Commission Financial Advisor serving Colorado and the surrounding communities.

A Aaron Hoeltgen Agency, Inc.

10184 W Belleview Ave, Suite 210
Littleton, CO 80127-1762
(303) 933-0023 Contact Me

Steven R. Smith

JD, CFP®

Principal

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

RightPath Investments & Financial Planning, Inc.

PO Box 208
Frisco, CO 80443-0208
(970) 668-5525 Contact Me

Craig Evans Carnick

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Colorado and the surrounding communities.

Carnick & Kubik, LLC

675 Southpointe Court, #102
Colorado Springs, CO 80906
(800) 447-8181
(719) 884-1952
Contact Me

Patricia Kummer

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Kummer Financial Strategies, Inc.

8871 Ridgeline Blvd, Ste 100
Highlands Ranch, CO 80129
(877) 767-0763
(303) 470-1209
Contact Me

Randy L. Halfpop

CFP®

President/CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Raymond James Financial

455 E Pikes Peak Ave, Ste 301
Colorado Springs, CO 80903
(855) 645-3357
(719) 632-4188
Contact Me

MEMBER10 MEMBER10 MEMBER10

CFP®, Test®

Specialties: Arbitration & Mediation, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Colorado and the surrounding communities.

InReach Test Record

7535 E Hampden Ave, Suite 600
Denver, CO 80231
(555) 555-5555 Contact Me