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Bartley A. Corfee, Chfc Email & Phone Number
ChFC - Chartered Financial Consultant - Owner
at
Corfee & Associates
1 work email found
@corfeeassociates.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
ChFC - Chartered Financial Consultant - Owner
Location
Evergreen, Colorado, United States
Company size
Who is Bartley A. Corfee, Chfc? Overview
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Quick answer
Bartley A. Corfee, Chfc is listed as ChFC - Chartered Financial Consultant - Owner at Corfee & Associates, a with 3 employees, based in Evergreen, Colorado, United States. AeroLeads shows a work email signal at corfeeassociates.com and a matched LinkedIn profile for Bartley A. Corfee, Chfc.
Bartley A. Corfee, Chfc previously worked as Financial Advisor at Corfee & Associates - Canvas Financial - Ameritas Investment Company, Llc and Investment Advisor Representative & Registered Principal at Cetera Advisors Llc. Bartley A. Corfee, Chfc holds Chartered Financial Consultant, Advanced Financial Advisory Certification from The American College Of Financial Services.
Company email context
Email format at Corfee & Associates
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*@corfeeassociates.com
71% confidence
AeroLeads found 1 current-domain work email signal for Bartley A. Corfee, Chfc. Compare company email patterns before reaching out.
Profile bio
About Bartley A. Corfee, Chfc
As a Financial Advisor at Corfee & Associates, I help individuals and families achieve their financial goals through customized wealth management solutions. I have a Chartered Financial Consultant (ChFC) credential and over 40 years of experience in the financial services industry, spanning investment portfolio asset management, asset allocation, individual stock analysis, and exchange traded funds.My passion for wealth management stems from my family background, as I witnessed my grandfather build and pass on a successful business enterprise. I understand the challenges and opportunities that come with creating and preserving wealth, and I strive to provide the best advice and service to my clients. Whether they are planning for retirement, legacy, business, or community, I partner with them to make their long-term dreams a reality.
Listed skills include Investments, Asset Allocation, Securities, Investment Management, and 26 others.
Current workplace
Bartley A. Corfee, Chfc's current company
Company context helps verify the profile and gives searchers a useful next step.
Corfee & Associates
8 roles · 54 years
Bartley A. Corfee, Chfc work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Corfee & Associates - Canvas Financial - Ameritas Investment Company, Llc
Bart Corfee offers products and services using the following business names: Corfee & Associates or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Corfee & Associates or Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Chfc - Chartered Financial Consultant - Owner
Investment Portfolio Asset Management
Investment Advisor Representative & Registered Principal
Cetera Advisors Llc
Asset Allocation utilizing 3 party asset managers and individual stock analysis and exchange traded funds.
2001 - Nov 2017
Consulting Services Representative
E.F. Hutton & Company
Consulting Services Representative in the San Francisco, California
1986 - 1989
~3 yrs
National Sale Director
Tuttle And Noroian Inc
Director of Marketing - Third Party Asset Manager
1985 - 1986
~1 yr
Registered Representative
Sutro & Company
Registered Representative in the Oakland / San Francisco, California Bay Area
1980 - 1984
~4 yrs
Pga Apprentice - Northern California - El Macero Country Club - Head Pro Mr. Robert Badger
Professional Golfers Association Of Northern California
Junior Golf Program Instructor and Full Time Assistant Golf Professional
1973 - 1978
~5 yrs
3 education records
Bartley A. Corfee, Chfc education
Chartered Financial Consultant, Advanced Financial Advisory Certification
The American College Of Financial Services
Bachelors Of Science Business Administration, Accounting
California State University-Sacramento
Associate Arts, Accounting
Sacramento City College
FAQ
Frequently asked questions about Bartley A. Corfee, Chfc
Quick answers generated from the profile data available on this page.
What company does Bartley A. Corfee, Chfc work for?
Bartley A. Corfee, Chfc works for Corfee & Associates.
What is Bartley A. Corfee, Chfc's role at Corfee & Associates?
Bartley A. Corfee, Chfc is listed as ChFC - Chartered Financial Consultant - Owner at Corfee & Associates.
What is Bartley A. Corfee, Chfc's email address?
AeroLeads has found 1 work email signal at @corfeeassociates.com for Bartley A. Corfee, Chfc at Corfee & Associates.
Where is Bartley A. Corfee, Chfc based?
Bartley A. Corfee, Chfc is based in Evergreen, Colorado, United States while working with Corfee & Associates.
What companies has Bartley A. Corfee, Chfc worked for?
Bartley A. Corfee, Chfc has worked for Corfee & Associates, Corfee & Associates - Canvas Financial - Ameritas Investment Company, Llc, Cetera Advisors Llc, E.F. Hutton & Company, and Tuttle And Noroian Inc.
Who are Bartley A. Corfee, Chfc's colleagues at Corfee & Associates?
Bartley A. Corfee, Chfc's colleagues at Corfee & Associates include Joe Defrank, Msf and Catherine Corfee.
How can I contact Bartley A. Corfee, Chfc?
You can use AeroLeads to view verified contact signals for Bartley A. Corfee, Chfc at Corfee & Associates, including work email, phone, and LinkedIn data when available.
What schools did Bartley A. Corfee, Chfc attend?
Bartley A. Corfee, Chfc holds Chartered Financial Consultant, Advanced Financial Advisory Certification from The American College Of Financial Services.
What skills is Bartley A. Corfee, Chfc known for?
Bartley A. Corfee, Chfc is listed with skills including Investments, Asset Allocation, Securities, Investment Management, Retirement, Financial Advisory, Asset Management, and Series 7.
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