Megan  Rinaudo,  CFP<sup>&reg;</sup> - Financial Advisor

Megan Rinaudo, CFP®

Senior Wealth Advisor

Elevatus Wealth Management

285 Warren Ave
Silverthorne, CO 80498-5502
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General

Megan Rinaudo is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Elevatus Wealth Management in Silverthorne, CO and the surrounding communities.

Financial Advisor Experience

I have been in the financial services industry since 2013, beginning my career as a Registered Representative before transitioning to an Investment Advisor in 2016. Recognizing the importance of a holistic, client-first approach, I earned my Certified Financial Planner™ (CFP®) designation in 2017 to deepen my expertise in comprehensive financial planning. In 2024, I made the decision to join a Registered Investment Advisor (RIA) firm to operate as a full fiduciary, ensuring that my clients receive truly objective, personalized financial advice. My passion lies in helping individuals and families navigate the complexities of financial planning, investment management, and wealth-building strategies, always with their best interests at heart. I strive to go beyond traditional financial planning by focusing on the psychology behind financial decision-making, empowering my clients to achieve their long-term goals with confidence and clarity.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY

Broker-Dealer Affiliation

Charles Schwab Corporation

Broker-Dealer Disclaimer

Investment advisory services offered through Elevatus Wealth Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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