Sharla D. Rountree,  CFP<sup>&reg;</sup> - Financial Advisor

Sharla D. Rountree, CFP®

Owner

Personal Benefit Financial

870 Kipling St, Ste A
Lakewood, CO 80215
(303) 238-5123

General

Sharla Rountree is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Personal Benefit Financial in Lakewood, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources