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Updating Financial Advisors
Janet Chenoweth is licensed as a financial advisor and is based out of Denver, CO. Chenoweth works for Janus Henderson Group and has successfully completed the Series 6 and 63... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning
I have been with Edward Jones for 14 years. I am a native of Colorado and married with two beautiful daughters (5 and 2). Our family enjoys lakes, camping, swimming... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Jay Caruso is licensed as a financial advisor and is based out of Denver, CO. Caruso works for LPL Financial and has successfully completed the Series 6, 7, 22, 62,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
I am a long-time capital markets professional working with individuals who want to establish financial goals. We will work together to develop a strategy to help you accomplish them and... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
I joined mpowered as a bilingual Personal Finance Coach. One of my primary roles as Coach is to provide our financial education services in support of the growing Spanish speaking... show more
Schutte Financial was born from a passion to help people manage their finances to fund a fulfilling life while supporting a heritage of generosity and creating a legacy. Daniel Schutte... show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance
David Simon is a financial advisor with Simondavis Asset Management, Inc. primarily works with Individuals, High Net Worth Individuals. David Simon operates out of Denver, CO.
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Jonathan K. Duong, CFA, CFP® is the Founder and President of Wealth Engineers. Jonathan founded Wealth Engineers to provide an alternative to the high costs and conflicts of interest of... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Retirement Planning‚ Tax Planning
Kim’s groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor’s Choice award. This model is... show more
Specialties: Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
James Osborne is a Certified Financial Planner ® professional who has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy and... show more
Specialties: Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning









