Certified Financial Planner
CurrentExecutive Wealth Planning is a full-service financial planning and asset management firm specializing in equity compensation and retirement planning and a member of Cetera Advisor Networks*, since 2022. We help corporate executives and their families build wealth to maintain a lifetime income stream and sustain a post-retirement lifestyle. Equity compensation confuses even the most sophisticated executives, we help you understand your benefits package and offer advice to help you manage the… Show more Executive Wealth Planning is a full-service financial planning and asset management firm specializing in equity compensation and retirement planning and a member of Cetera Advisor Networks*, since 2022. We help corporate executives and their families build wealth to maintain a lifetime income stream and sustain a post-retirement lifestyle. Equity compensation confuses even the most sophisticated executives, we help you understand your benefits package and offer advice to help you manage the value as well as minimize the risk of your employer-sponsored equity compensation and retirement plans.*I am an Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity Address of record: 5655 S YOSEMITE STE 300 GREENWOOD VILLAGE, CO 80111 Show less