Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Dave Anthony (CRD# 3068955) is the President and Portfolio Manager of Anthony Capital, LLC , located in Broomfield, CO, a He has over 18 years of experience in the finance industry.
Anthony Capitlal, LLC is a fee-only investment advisory firm.
Dave Anthony has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients'...
Elias Bachmann (CRD# 4969156)
Elias joined the firm in late 2009 as an Investment Advisor. Prior to joining the firm he helped manage a discretionary equity and fixed income portfolio for the clients of a wealth management team at Wells Fargo Advisors. At BSW Wealth Partners he oversees the firm’s direct real estate investing activities, manages client portfolios, and is a member of the firm’s investment committee.
Elias completed both his Bachelors and MBA degrees at the University of Colorado in Boulder. While completing his MBA, he and his team won the Business Plan Competition at the Leeds...
Yiwen Chen (CRD# 6592078)
As Portfolio Manager and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW Investment Group. He also manages BSW’s quarterly and annual financial client reporting process. Prior to joining the firm, Yiwen was a freelance web designer, an amateur DJ, and a student at the University of Colorado at Boulder. He graduated in 2011 with a BS in Business Administration with an emphasis in Finance.
Outside of the office, Yiwen enjoys basketball, football, snowboarding, and golfing. A self-professed techie, he also enjoys building, upgrading,...
Sean Cooper, CFA®, CFP® (CRD# 5176131) is an Investment Advisor Representative working at Fit Financial Consulting LLC in Aurora, CO and has over 7 years of experience in the finance industry.
Fit Financial Consulting, LLC is a Registered Investment Advisor working with individuals and families on financial planning, retirement planning, portfolio, security, and annuity analysis, budgeting, and money management.
Sean Cooper is the President and CCO of Fit Financial Consulting LLC. He attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance...
Oatley & Diak, LLC is a family run, fee-only registered investment advisor (RIA) firm that provides financial planning and investment management to individuals, families and their related entities, trusts and estates, and family businesses. Oatley & Diak, LLC works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial problems, cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special...
Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success. In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc. He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001. In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Diller, Nebraska,...