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

David W. Moritz, CFP®

CIMA, CLTC

Financial Advisor/President

Escalade Financial Partners

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

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

22 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CLTC

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, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources