Jeff Gott, Mba, Cfp® Professional Email and Phone Number
Jeff Gott, Mba, Cfp® Professional work email
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Jeff Gott, Mba, Cfp® Professional personal email
You wouldn't scale Everest without a sherpa... for good reason. A sherpa knows the way and can get you home safely. Isn't your financial future more important than climbing a mountain? Don't do it alone! Get a financial sherpa.As a a CERTIFIED FINANCIAL PLANNER™ professional, I am a financial advisor who transforms financial dreams into tangible plans, helping those I serve achieve what matters most to them. I am honored to serve with a team of other CFP professionals at Integrity Wealth Advisors.Over the past 15 years I've had the privilege of working with gifted wealth creators and generous people who want to make the world a better place. Through them I have personally transacted $165 million in charitable opportunities while releasing good around the world.Like a good sherpa, I know the lay of the land. Previously, I was COO of a Registered Investment Advisory firm, an Executive Vice President of a public grant-making foundation, a strategy consultant with an international consulting firm, and a missionary in Russia with an international missions organization. I have expertise in financial planning, investment management, philanthropy, non-profit charities and non-cash assets.This isn't my first trek. I successfully merged banks during the Savings and Loan crisis in Texas, participated in implementing the largest database in Europe, executive produced a Telly award-winning children's video and managed the first western rock group to tour in Mongolia. I survived the tech crash of 2001 and the great recession of 2008. I have also navigated 25 years of marriage with my wife, sent kids to college, buried my parents, and suffered my share of losses. I can walk you through real life.Whether you want to retire with confidence, go to the ends of the earth or something in-between, you need a sherpa. I can get you where you want to go!
Integrity Wealth Advisors
View- Website:
- integrityadvisorsolutions.com
- Employees:
- 13
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Financial Sherpa And Vp And Senior Financial AdvisorIntegrity Wealth AdvisorsColorado Springs, Co, Us -
Financial Sherpa / Vp & Senior Financial AdvisorIntegrity Wealth Advisors Jul 2019 - PresentColorado Springs, Colorado AreaGUIDING CLIENTS THROUGH THE FINANCIAL WILDERNESS. Integrity Wealth Advisors was founded in 2003 on the principle of providing wise financial planning and investment management tailored to our client's vision and goals. We fulfill the fiduciary responsibility to always do what is in the best interest of our clients so that they can accomplish their goals and make an enduring impact on their community. -
Chief Operating Officer/Certified Financial PlannerPetra Financial Advisors Jul 2016 - May 2019Colorado Springs, Colorado AreaPetra Financial Advisors is a fee-only financial planning firm based in Colorado Springs, CO. I served as the firm's COO and financial planner with an emphasis on holistic wealth management. -
Executive Vp Of GenerosityWaterstone Jan 2007 - May 2016Colorado Springs, Colorado Area -
Chief Operating OfficerGenerous Giving Sep 2003 - Sep 2006 -
Vice PresidentThomas Nelson Publishers Sep 1999 - Sep 2003 -
DirectorEmi Capital Music Group Sep 1996 - Sep 1999
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Manager - Financial ServicesAccenture/Andersen Consulting Aug 1984 - Aug 1990Dallas / Houston / Chicago / London
Jeff Gott, Mba, Cfp® Professional Skills
Jeff Gott, Mba, Cfp® Professional Education Details
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College For Financial PlanningCertified Financial Planner™ -
Financial Planning AssociationFinancial Planning Residency -
Systems Analysis, Cum Laude
Frequently Asked Questions about Jeff Gott, Mba, Cfp® Professional
What company does Jeff Gott, Mba, Cfp® Professional work for?
Jeff Gott, Mba, Cfp® Professional works for Integrity Wealth Advisors
What is Jeff Gott, Mba, Cfp® Professional's role at the current company?
Jeff Gott, Mba, Cfp® Professional's current role is FINANCIAL SHERPA and VP and Senior Financial Advisor.
What is Jeff Gott, Mba, Cfp® Professional's email address?
Jeff Gott, Mba, Cfp® Professional's email address is jg****@****ern.edu
What schools did Jeff Gott, Mba, Cfp® Professional attend?
Jeff Gott, Mba, Cfp® Professional attended Vanderbilt University - Owen Graduate School Of Management, College For Financial Planning, Financial Planning Association, Miami University.
What skills is Jeff Gott, Mba, Cfp® Professional known for?
Jeff Gott, Mba, Cfp® Professional has skills like Program Management, It Management, Cross Functional Team Leadership, Business Analysis, Business Process, It Strategy, Sdlc, Process Improvement, Project Portfolio Management, Vendor Management, Enterprise Architecture, Strategy.
Who are Jeff Gott, Mba, Cfp® Professional's colleagues?
Jeff Gott, Mba, Cfp® Professional's colleagues are Derek Valdez, Jason Akridge, Cfp®, Cws®, Anna Fry, Cfp®, Larry Dozier, Mba, Atfa.
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