$500,000 AUM | $50,000 GDC in Denver, CO

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
64 days old
General
Listing Type
Buyer
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$50,000
# of Accounts
30
Avg Client Age
30
Overview

I run a financial planning practice, High Peaks Wealth Strategies, through New York Life. I am series 7/66 licensed, life and health, LTC, and am currently pursuing multiple professional designations. I educate my clients in the fields of debt management, defensive insurance planning, and tax-efficient wealth accumulation strategies.

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