Financial Planners Arvada CO

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Arvada, CO that can help answer your questions about Financial Planners.

Mark Fuller
Fuller Wealth Management
(303) 327-1575
12303 Airport Way, Suite 200
Broomfield, CO
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CRPC

Rick Simmons
Simmons & Associates, LLC
(303) 531-4010
1010 Depot Hill Suite 206
Broomfield, CO
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, Other

David Gardner
Yellowstone Financial Inc.
(303) 449-5552
1616 17th Street, Suite #600
Denver, CO
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Alexander Feick
Paragon Capital Management, Ltd.
(303) 296-1458
999 18th Street, Suite 1220
Denver, CO
Expertises
Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Ongoing Investment Management, High Net Worth Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, BS, MBA

Gary Nearpass
Nearpass Financial Counseling, Inc.
(303) 733-0354
44 Cook St., Suite 100
Denver, CO
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CRPC, MA, MS, PhD

Robert Zimberg
Financial Mountain Inc.
(303) 442-4390
5335 West 48th Avenue, Suite 100
Denver, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CCPS, CFP®

Judith McNary
McNary Financial Planning, LLC
(303) 410-1745
14597 Benton Street
Broomfield, CO
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MS

Matthew Kelley
Gold Medal Waters, Inc.
(720) 887-1299
1624 Market Street
Denver, CO
Expertises
High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

M. Shannon Lunsford
Lunsford Financial Planning, Inc.
(303) 666-6442
357 South McCaslin Blvd.,Suite 200
Louisville, CO
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, EA

Gary Nearpass
Nearpass Financial Counseling, Inc.
(303) 733-0354
460 S. Marion Parkway #303-C
Denver, CO
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CRPC, MA, MS, PhD

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina

Local Events

GFOA Annual Conference 2017 - Government Finance Officers Association
Dates: 5/21/2017 – 5/24/2017
Location:
Denver
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