Bradley T. Klontz,  CFP<sup>&reg;</sup> - Financial Advisor

Bradley T. Klontz, CFP®

Psy.D.

Associate Professor & Managing Principal

Creighton University & Occidental Asset Management

3550 Frontier Ave, Ste D
Boulder, CO 80301-2430
FINANCIAL ADVISOR'S WEBSITE
(808) 445-9510 CONNECT WITH Bradley
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General

Bradley Klontz is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Creighton University & Occidental Asset Management in Boulder, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Asset Allocation, Investment Management, Getting Divorced, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth

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