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
Robert Greenamyer (CRD# 2204149) is an Investment Advisor Representative working at Cooper Mcmanus in Elizabeth, CO and has over 26 years of experience in the finance industry. Robert Greenamyer 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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,...
Johann Klaassen (CRD# 4280579) is an Investment Advisor Representative working at Horizons Sustainable Financial Services, Inc. in Palmer Lake, CO and has over 15 years of experience in the finance industry.
Johann 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' interests first and comply with the Financial Planning...
Scott brings 5 plus years with him to the financial services industry. After beginning his career with Northwestern Mutual, Scott moved to Denver in 2014 to open a firm with Desmond Cato and Maia Wealth was founded. Maia Wealth specializes in financial management and planning for small business owners, professionals in the engineering, medical, and law industries, as well as multi-generational wealth planning.
Scott graduated from the University of Colorado - Colorado Springs with a focus in finance, and holds his Series 7 and 66 as well as being Life and Health certified. Along with his licensing,...