As a financial planner, I often engage my clients in discussions about what truly matters to them, especially when it […]
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Investment Advisory services offered through Colorado Capital Management.
A Registered Investment Advisor.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
