Dan Funderburk, Cfp®, Cka® Email & Phone Number

I joined Legacy Wealth Management in 2010 where I specialize in helping individuals, families, and small business owners determine and achieve their financial goals. While I have experience in a variety of financial planning areas, I like to focus on investment management, charitable planning, and retirement planning. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. After graduating from Colorado School of Mines and working as a structural engineer in Bellingham, Washington, I decided to join the financial planning profession. I returned to school and graduated from the College for Financial Planning in 2010. I currently hold the CFP® certification and take my fiduciary responsibility seriously, always placing the interests of the families I serve ahead of my own. I also hold the CKA® designation, which equips me to offer Biblically wise advice that holds true to my Christian values.Legacy Wealth Management, LLC is a comprehensive financial services firm dedicated to helping individuals, families, and small business owners achieve long-term financial success. We strive to help our clients get every aspect of their financial home in order, and keep it that way forever.Feel free to contact us:Legacy Wealth Management, LLC372 Ridges Blvd, Grand Junction, CO 81507(970) 241-5143Securities offered through Cambridge Investment Research, Inc., a registered broker-dealer member of FINRA and SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Management, LLC are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Listed skills include Risk Management, Strategic Financial Planning, Investments, Retirement Planning, and 24 others.