Brian Colvert, Cfp® work email
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Brian Colvert, Cfp® personal email
Brian Colvert, Cfp® phone numbers
Brian Colvert has been serving his clients since 2007 and loves the impact he has been able to have on his client’s lives. He started his career with Smith Barney and later UBS, and found out he could better serve his clients as a true fiduciary as a Registered Investment Advisor, knowing that clients are more important than shareholders. From there, Bonfire Financial was born. Brian is a Certified Financial Planner (CFP®), and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board-Certified Advisor Practices (NABCAP, 2012). He was also named one of the Colorado Springs Business Journal’s Rising Stars 40 under 40 in 2012. Brian has been featured in publications such as Forbes, CBS News, Huffington Post, Business Insider, Bloomberg and more.He holds a B.A. in public administration from San Diego State University. He is also a graduate of Stanford University School of Business, iShares Program. Brian also holds a DACFP Certificate in Blockchain and Digital Assets from the New York Institute of Finance. Brian is a lifelong learner and values continuing education. He currently serves as Chair of the Colorado Springs Housing Authority. He previously served as the President of Kids on Bikes, the board of the Colorado Springs Urban Renewal Authority, and was the co-chair of The University of Colorado Colorado Springs Chancellors Leadership class. Brian is an avid swimmer and mountain biker. He was named the USA Triathlon Volunteer of the Year for 2013 as a team leader for Insulin dependence, where he mentored kids with Type 1 Diabetes. As a Type 1 himself, he continues to rank nationally among US Masters Swimmers. Brian enjoys spending time and traveling with his wife, Tiffany, and son, Miles.**By joining my network, you consent to the disclosure of your contact information and relationship with Bonfire Financial to others on LinkedIn, including employees of Bonfire Financial and its affiliates.**
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Chief Executive OfficerBonfire Financial 2017 - PresentColorado Springs, Co, UsBonfire Financial is an Independent, Fee-Only Registered Investment Advisory firm in Colorado Springs, CO with a team of CERTIFIED FINANCIAL PLANNERs™. Bonfire Financial has been recognized as one of the top advisors in the nation by the National Association of Board-Certified Advisor Practices.https://www.bonfirefinancial.com/ -
Financial AdvisorUbs Wealth Management Apr 2009 - 2017Zurich, ChUBS offers high net worth and affluent individuals around the world a complete range of tailored advice and investment services. https://www.ubs.com -
Financial AdvisorSmith Barney Mar 2007 - Apr 2009New York, Ny, UsGlobal financial services firm.https://www.morganstanley.com/ -
Sales ExecutiveRicoh Business Systems Jan 2005 - Mar 2007Exton, Pa, UsRicoh USA offers the business services, document management and digital printing solutions to help you manage your information in this new world of work. https://www.ricoh-usa.com/en
Brian Colvert, Cfp® Skills
Brian Colvert, Cfp® Education Details
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New York Institute Of FinanceDigital Assets -
Stanford University Graduate School Of BusinessFinance And Financial Management Services
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San Diego State UniversityPublic Administration With And Emphasis In City Planning
Frequently Asked Questions about Brian Colvert, Cfp®
What company does Brian Colvert, Cfp® work for?
Brian Colvert, Cfp® works for Bonfire Financial
What is Brian Colvert, Cfp®'s role at the current company?
Brian Colvert, Cfp®'s current role is CEO, Bonfire Financial.
What is Brian Colvert, Cfp®'s email address?
Brian Colvert, Cfp®'s email address is br****@****ubs.com
What is Brian Colvert, Cfp®'s direct phone number?
Brian Colvert, Cfp®'s direct phone number is +171951*****
What schools did Brian Colvert, Cfp® attend?
Brian Colvert, Cfp® attended New York Institute Of Finance, Stanford University Graduate School Of Business, San Diego State University.
What are some of Brian Colvert, Cfp®'s interests?
Brian Colvert, Cfp® has interest in Children, Skiing, Car Racing, Traveling, Biking, Camping, Running, Hiking, Swimming.
What skills is Brian Colvert, Cfp® known for?
Brian Colvert, Cfp® has skills like Financial Planning, Qualified Retirement Plans, Investment Strategies, Asset Based Lending, Disability Insurance, Retirement Planning, 401 Retirement Savings Plans, Strategic Planning, Investments, Life Insurance, Term Life Insurance, Estate Planning.
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