David W. Moritz,  CFP<sup>&reg;</sup> - Financial Advisor

David W. Moritz, CFP®

CDFA, CLTC

Private Wealth Advisor/President

Escalade Financial Partners

19751 E. Mainstreet, Suite R12
Parker, CO 80138
FINANCIAL ADVISOR'S WEBSITE
(720) 836-4534 CONNECT WITH David
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General

David Moritz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Escalade Financial Partners in Parker, CO and the surrounding communities.

Financial Advisor Experience

25 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO, TN, TX, NV, AR, WI, MN, MI, IL, CA, NY, MA, AZ, FL, AL, HI
  • Health/disability insurance: CO, TN, TX, NV, AR, WI, MN, MI, IL, CA, NY, MA, AZ, FL, NM, AL, HI
  • Fixed annuities: CO, TN, TX, NV, AR, WI, MN, MI, IL, CA, NY, MA, AZ, FL, NM, AL, HI
  • Variable annuities: CO, TN, TX, NV, AR, WI, MN, MI, IL, CA, NY, MA, AZ, FL, NM, AL,HI

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households

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