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Jeff Engelman, Cfp®, Cima® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® and Managing Partner
at
PRISM Financial Strategies
1 work email found
@prismfinancialstrategies.com
3 phones found area 720 and 877
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® and Managing Partner
Location
Denver, Colorado, United States
Company size
Who is Jeff Engelman, Cfp®, Cima®? Overview
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Quick answer
Jeff Engelman, Cfp®, Cima® is listed as CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® and Managing Partner at PRISM Financial Strategies, a with 5 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at prismfinancialstrategies.com, phone signal with area code 720, 877, and a matched LinkedIn profile for Jeff Engelman, Cfp®, Cima®.
Jeff Engelman, Cfp®, Cima® previously worked as CERTIFIED FINANCIAL PLANNER™ / Certified Investment Management Analyst® / Managing Partner at Prism Financial Strategies. Jeff Engelman, Cfp®, Cima® holds Bachelor Of Science, Finance from University Of Nebraska At Kearney.
Company email context
Email format at PRISM Financial Strategies
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{first}@prismfinancialstrategies.com
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AeroLeads found 1 current-domain work email signal for Jeff Engelman, Cfp®, Cima®. Compare company email patterns before reaching out.
Profile bio
About Jeff Engelman, Cfp®, Cima®
My passion and motivation are helping others create the lifestyle they envision and a legacy that impacts future generations. While my team and I work with a variety of individuals and families, we focus on helping corporate executives and business owners address the complexities of their professional and personal finances.For our Corporate Executive clients, we often focus on maximizing their compensation structure and creating financial independence. As wealth grows, we implement strategies to minimize our client’s tax burden and manage their risk appropriately. For our Business Owner clients, we address both their company and household needs. From managing their company's retirement plan, buy/sell agreements and key-person insurance to corporate cash management, succession planning and financial planning, we take a holistic approach to each person’s entire financial well-being.You’ll find that working with PRISM Financial Strategies is different. Our independence is the cornerstone of the service and advice we provide our clients. Without bias in the financial products we recommend, we are able to truly focus on the needs and best interests of each and every client in our care. Each person, family and company we work with is serviced by a team of professionals, each with specific areas of expertise. I trust that you will quickly recognize and experience the difference in working with the team at PRISM Financial Strategies. I invite you to visit our website to learn about our team https://prismfinancialstrategies.com/.Outside the office, my family is my life. My business partner and incredible wife Amy Shroff is the glue that holds it all together. Along with our three kids, we enjoy spending time in the nature that is all around us. We’re also active in our faith community at Good Shephard Catholic Church and our children’s Catholic schools. I welcome your invitation to connect. Please never hesitate to reach me at jeff@prismfinancialstrategies.com or (720) 458-6842.
Listed skills include Holistic Financial Planning, Asset Allocation, Portfolio Management, Alternative Investments, and 46 others.
Current workplace
Jeff Engelman, Cfp®, Cima®'s current company
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Prism Financial Strategies
2 roles
Jeff Engelman, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™ / Certified Investment Management Analyst® / Managing Partner
CurrentFinancial PlanningOne of the most important components of a successful financial relationship is truly understanding who you are. To do this, we must first determine where you are today and learn about where you would ultimately like to be financially. Together, we will create a financial plan that addresses all aspects of your financial well-being. Utilizing a disciplined approach, we will develop a cohesive strategy to meet your goals and needs. Once implemented, we will chart the ongoing process of your goals and communicate that to you on a regular basis.Investment ManagementWe will work with you to design your portfolio specifically for your unique objectives, risk tolerance and time horizon. Many of our clients have different buckets of money earmarked for their various goals, which we’ll independently manage for you. We will keep you abreast of economic and investment trends that may affect your portfolio and will actively make changes as opportunities present themselves. Our duty is to help you avoid the common pitfalls of investing, so you can stay focused on your financial objectives and remain committed to the established long-term financial plan.Risk MitigationThroughout the financial planning process it is important to protect assets from the devastating impact of unforeseen events such as substantial market losses, major health expenses or loss of income. One large, unforeseen event has the power to derail your entire financial plan and drain you of your hard-earned assets. Comprehensive risk management planning will provide you with peace of mind through the thoughtful use of financial strategies and tools designed around your individual needs. Mitigating these types of risks helps reduce significant financial losses and strengthens your opportunity for financial success.
Sep 2000 - Present
2 education records
Jeff Engelman, Cfp®, Cima® education
Bachelor Of Science, Finance
Business Administration
FAQ
Frequently asked questions about Jeff Engelman, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does Jeff Engelman, Cfp®, Cima® work for?
Jeff Engelman, Cfp®, Cima® works for PRISM Financial Strategies.
What is Jeff Engelman, Cfp®, Cima®'s role at PRISM Financial Strategies?
Jeff Engelman, Cfp®, Cima® is listed as CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® and Managing Partner at PRISM Financial Strategies.
What is Jeff Engelman, Cfp®, Cima®'s email address?
AeroLeads has found 1 work email signal at @prismfinancialstrategies.com for Jeff Engelman, Cfp®, Cima® at PRISM Financial Strategies.
What is Jeff Engelman, Cfp®, Cima®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 720, 877 for Jeff Engelman, Cfp®, Cima® at PRISM Financial Strategies.
Where is Jeff Engelman, Cfp®, Cima® based?
Jeff Engelman, Cfp®, Cima® is based in Denver, Colorado, United States while working with PRISM Financial Strategies.
What companies has Jeff Engelman, Cfp®, Cima® worked for?
Jeff Engelman, Cfp®, Cima® has worked for Prism Financial Strategies.
Who are Jeff Engelman, Cfp®, Cima®'s colleagues at PRISM Financial Strategies?
Jeff Engelman, Cfp®, Cima®'s colleagues at PRISM Financial Strategies include Shelly Schell Cdfa and Amy Shroff, Aif®.
How can I contact Jeff Engelman, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Jeff Engelman, Cfp®, Cima® at PRISM Financial Strategies, including work email, phone, and LinkedIn data when available.
What schools did Jeff Engelman, Cfp®, Cima® attend?
Jeff Engelman, Cfp®, Cima® holds Bachelor Of Science, Finance from University Of Nebraska At Kearney.
What skills is Jeff Engelman, Cfp®, Cima® known for?
Jeff Engelman, Cfp®, Cima® is listed with skills including Holistic Financial Planning, Asset Allocation, Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Flat Fee Financial Planning, and Hourly Financial Planning.
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