David G. McMillan,  CFP<sup>&reg;</sup> - Financial Advisor

David G. McMillan, CFP®

Caledonia Wealth Management

1260 Yellow Pine Avenue
Boulder, CO 80304
(720) 239-1260


David McMillan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Caledonia Wealth Management in Boulder, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - RFC

Insurance Licenses

  • Variable annuities: AZ,CA,CO

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, Cross-border Planning, Career Change, Investment Management, Estate Planning, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances


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