| Location: | Englewood, CO, 80111 |
| Experience: | 18+ years of experience |
Minimum portfolio requirement
(including stock grants): | At least $250,000 |
| Credentials/Education: |
CFP: Certified Financial Planner
MBA: Master of Business Administration
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| Other Certifications: | Accredited Investment Fiduciary |
| Fee structure(s): | Percentage of assets
Fixed Fee
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| Services offered: | Portfolio Management
Retirement Planning
Financial Planning
Divorce
StockOpter Analysis
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| Practice and Approach |
Our team of professional advisors have decades of experience addressing issues surrounding employee stock option grants. Let us help you develop an effective strategy for your employee stock option grants.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Life Certain Wealth Strategies and Woodbury Financial Services, Inc. are not affiliated entities. |
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