Daniel Grote, Certified Financial Planner Email and Phone Number
Daniel Grote, Certified Financial Planner work email
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Daniel Grote, Certified Financial Planner personal email
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Daniel Grote, Certified Financial Planner phone numbers
Are you an IT professional spending excessive time researching DIY personal finance instead of focusing on your successful career and fulfilling personal life? As a Certified Financial Planner and Behavioral Financial Advisor, I can help. My services are World Class Guidance, Financial Outfitting, and Securing Income for Life. I do all of this with a comprehensive approach and personalized service.My clients come to me when they:✔ Realize that their situation is more complex than they are able to manage themselves,✔ Believe the cost of making a mistake is greater than they are willing to risk losing, and ✔ Desire a trusted advisor with experience to guide themThe landscape has changed; are you tired of putting all your energy into:❌ Attempts to measure your preparedness for retirement using Excel spreadsheets and other imperfect online calculators?❌ Reading articles about the day-to-day happenings in financial markets?❌ Attempting to understand how to get tax-free retirement income and minimize risk?Within just a few months of working in my "Wealth Preserver" process, my clients are frequently able to:🎯Feel at ease that they have a plan that they understand and can follow🎯Relax knowing that they have a single point of contact with a trusted advisor who understands their goals and their full financial picture🎯Begin reading for enjoyment rather than to understand the tax sheltering strategies, market movements, and unknown financial pitfallsHow can I come alongside you and become your trusted advisor?You have a demanding career and an increasingly busy personal life yet you spend the bulk of your time researching how to DIY personal financial management at the highest level and not nearly enough energy doing what has made you so successful and brings you so much personal fulfillment.That is where I come into play. I am here to get you back to doing the things you do best and that you enjoy the most.If you’re ready to feel this freedom and explore a relationship with a trusted financial advisor then I invite you to send me a DM or schedule a quick 15-minute introductory call where I can answer your questions.Here’s my calendar: https://go.oncehub.com/DanielLGrote
Latitude Financial Group
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Certified Financial Planner And Behavioral Financial AdvisorLatitude Financial Group Jul 2008 - PresentDenver, Co, UsWe are a full-service financial services firm located in the heart of Denver, Colorado. Our firm's mission is to increase personal and financial latitude for clients through strategic, consultative, and innovative planning. Much of the work we perform for our clients is customized. One example comes through the use of specialized planning called "The Income for Life Model". We are currently accepting qualified clients.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Series 63 held with LPL.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Certified Financial Planner™Hornor, Townsend & Kent, Inc. May 2004 - Jul 2008
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Investment Advisor RepresentativeNew England Securities 2002 - 2004Lincoln, Nebraska, Us -
Small Business ConsultantQwest Mar 2000 - Oct 2001Monroe, La, UsThis was my first and only experience working in a call center. After completing the training, I was given my very own cubicle (in a sea of cubicles) and a choice of headsets. My first day on the phones was the day the merger/acquisition was completed between USWest and Qwest. Joe Nacchio was the CEO and I had the pleasure of hearing him deliver a corporate report live (he eventually served 6 years in prison for insider trading). I hated this job with a passion. It seemed every single call I handled was from an irate business owner whose phone system hadn't been working for one of a thousand different reasons for several weeks. By the time I answered, they had been transferred by no less than 3 prior departments. I did my best to calm them down so as to understand their situation and needs. Using computer systems that were just one evolution past moving small triangles across the screen, I managed to order service repairs and sold telecom products. Everything is measured in a call center. How long you spend on the phone, how much you sell, how many calls you take, etc... My day never ended on time because I refused to end a call or transfer someone to yet another new department simply to make my numbers look better or make a happy hour (a decision I generally regret). I vividly remember being called into a conference room by my manager and having him scream at me (spit flying and everything) and poke my chest with his finger in my chest once for every 5 minutes that I was late that morning. Eventually they threatened to walk me out if I wouldn't resign. I let them walk me out. Over a decade later I still hadn't done business with the company. They say you can learn something from every job you ever have. I think that's probably true. Qwest taught me that a Dilbert-like corporate environment isn't my jam where a time-based economy rules the day rather than actual results. -
Loan OfficerMoneyline Mortgage Inc Jan 1999 - Feb 2000This was my first job after graduating with a business degree. The company no longer exists but it was a subprime lender. I worked in the home office and originated loans for a little over a year. The typical client we served had racked-up large credit card balances among other debt. Most of our clients had bad credit because of late or missed payments. Some were on the verge of foreclosure so they badly needed someone to help them. Moneyline's origination points were exorbitant and as soon as I realized what was happening, I began looking for alternative employment. I learned a lot while I worked there, about how to help people desperate for help. It gave me a heart for those who are struggling financially.
Daniel Grote, Certified Financial Planner Education Details
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Fort Lewis CollegeInternational Business -
J.K. Mullen High School
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Ken Caryl Middle School
Frequently Asked Questions about Daniel Grote, Certified Financial Planner
What company does Daniel Grote, Certified Financial Planner work for?
Daniel Grote, Certified Financial Planner works for Latitude Financial Group
What is Daniel Grote, Certified Financial Planner's role at the current company?
Daniel Grote, Certified Financial Planner's current role is I help IT professionals with complicated financial questions using our “Wealth Preserver” process to maximize tax-free opportunities, reduce risk, and increase the probability of retirement success..
What is Daniel Grote, Certified Financial Planner's email address?
Daniel Grote, Certified Financial Planner's email address is dl****@****ail.com
What is Daniel Grote, Certified Financial Planner's direct phone number?
Daniel Grote, Certified Financial Planner's direct phone number is +130366*****
What schools did Daniel Grote, Certified Financial Planner attend?
Daniel Grote, Certified Financial Planner attended Fort Lewis College, J.k. Mullen High School, Ken Caryl Middle School.
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