You won't find many teams with as much experience as Life Well Lived Financial Group. Our core advisors have over 90 years experience between Paul (started 1994), Bobbi (2002), and Joe (2004). Bobbi and Joe's experience is especially impressive since they are both in their early forties! And note that this experience is working directly with clients in a consultative financial planning setting, not indirectly, such as working at a call center for a fund company.
We are Always Growing, and you see this in the credentials of our team. All of us are Certified Financial Planners®. We require anyone who wants to be a core advisor on our team to become a CFP®. Bobbi has five industry designations, and Paul has four plus an MBA.
Our Client Experience Team is committed to exceptional service. April has a gift of helping you feel heard and appreciated. Kimberly and Dorian each have over twenty years experience working directly on client needs. The team is solution-focused and are experts at navigating complex service issues behind the scenes.
Our Commitment
We are your companions in helping you achieve a Life Well Lived. We listen carefully and communicate clearly, with empathy and kindness. We rely on our integrity, knowledge and experience to bring you unparalleled financial advice.
For important disclosures, please visit our website at https://lwlfg.com
Company Details
- Employees
- 4
- Address
- 1910 Vindicator Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.lwlfg.com/
- Keywords
- Colorado Springs.
- HQ
- Colorado Springs, Colorado
- Competitors
Life Well Lived Financial Group (Lwlfg) Questions
Life Well Lived Financial Group (Lwlfg)'s website is https://www.lwlfg.com/
Life Well Lived Financial Group (Lwlfg)'s LinkedIn profile is https://www.linkedin.com/company/lwlfg
Life Well Lived Financial Group (Lwlfg) has
4 employees.
View email and phone details for 4
employees at Life Well Lived Financial Group (Lwlfg).
Life Well Lived Financial Group (Lwlfg)'s industry is
Financial Services
Life Well Lived Financial Group (Lwlfg)'s categories are Financial Services
