Thomas C. Stefaniak,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas C. Stefaniak, CFP®

Wealth Advisor

Beacon Pointe Advisors

2696 S Colorado Blvd, Ste 430
Denver, CO 80222
(303) 806-0988

General

Thomas Stefaniak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beacon Pointe Advisors in Denver, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WI,IL,MI,CA,UT,NM,WA,WY
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources