6645 Delmonico Blvd.
Colorado Springs, CO 80919
FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect
of your financial future and give you peace of mind today in all your investment and financial
planning needs. As a Certified Financial Planner® since 1983, I am committed to maintaining the
highest standards of integrity and professionalism in our relationship. We endeavor to fully
understand your total financial situation and provide you with comprehensive and unbiased
financial planning services and products to help you achieve all your financial goals.
Firm Start Year
No. of Employees
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Can meet clients in the following ways
Registered Investment Advisor
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Minimum Portfolio Size for New Managed Accounts
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