Executives
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Bud Lavery
Financial Planner
CFP®
Capstone Wealth Partners3067 Thunder Cloud Drive, Grand Junction, CO 81504
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence
Funding Education
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Hi, I'm Bud Lavery. When I work with clients, I bring a lifetime of experience and a holistic view of well-being to my role as a financial planner. I developed my leadership and entrepreneurial skills as the CEO of two education technology startups and as the executive director of two nonprofits focused on educational success and wellness promotion. My background in mindfulness and social work shapes how I build relationships, listen deeply, and connect with clients. My training in both the biological and behavioral sciences also influences my analytical approach and focus on research and practical outcomes. Professional Background I am a Certified Financial Planner (CFP®) and a Retirement Income Certified Professional (RICP®). I earned my B.S. from Duke University and my M.S.W. from the University of North Carolina at Chapel Hill. Before transitioning into financial planning, I served as CEO of two tech startups and two nonprofits. I am a member of the Financial Planning Association (FPA).
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.