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Jennifer K. Hicks is listed as Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary® at Purpose Planning, a company with 5 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at purposeplanning.com and a matched LinkedIn profile for Jennifer K. Hicks.
Jennifer K. Hicks previously worked as Business Owner at Purpose Planning and Certified Financial Planner® at Cfp Board. Jennifer K. Hicks holds Master Of Accountancy Ma, Accounting from University Of Missouri-Columbia.
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AeroLeads found 3 current-domain work email signals for Jennifer K. Hicks. Compare company email patterns before reaching out.
I started in the financial services industry over 25 years ago. In 1997 I decided that independence was a priority when it came to working with clients. I completed my CFP®, and with my Masters of Accountancy I started my own business. This supported my belief that being a fiduciary and an independent advisor was in my clients' best interest as well as a foundation for my business. I started my business in Missouri where I grew up. Then my love for Colorado, snow and cooler weather brought me to Colorado Springs where I merged practices with a retiring advisor. These changes have allowed us to develop a strong communication and education process so no matter where the client or Purpose Planning is located, our clients are being well served. In the past twenty years I have seen many changes in our industry. The industry continues to evolve and wealth management today is much different than twenty years ago. Change is a constant in our business and in clients' lives. That constant change provides us opportunity to help clients prepare for those changes and help them plan for them. Purpose Planning is a growing full service financial planning firm with educated, licensed, experienced staff. Check us out at www.PurposePlanning.com. With our experience, dedication to clients and technology, we are able to provide and sustain a high level of service and professional guidance. I have built a business that provides important services to our clients. We provide confidence in their future, education for sound decisions, resource for those unexpected twists.Mailing Address: P.O. Box 62937 Colorado Springs, CO 80962, 719-590-4110Investment Adviser Representative: Securities and investment advisory services offered through Cetera Advisors, LLC, member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Purpose Planning is not an affiliate of Cetera Advisors, LLC. Cetera is under separate ownership from any other named entity.Specialties: Financial Planning, Wealth Management, Investments, Income Planning, Transitioning from Military to Civilian Employment, RMDs.
Listed skills include Financial Planning, Wealth Management, Investments, Income Planning, and 30 others.
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Colorado Springs, Colorado Area
I started this business with no staff and a strong desire to help, educate and guide individuals through the maze of investing and financial planning. Today we are five person team and growing. With clients in 20 states I travel regularly to different areas of the US seeing clients. I continue to accept new referrals in all locations. Providing clients.
This was my first goal once I planned to start my own business. At that time I had to study and pass five qualifying tests. Once completed I qualified to sit for the CFP® Board Exam. That was a 2 day exam, which I passed the first time. In today's media you hear about ethics and fiduciary responsibility. This has always been a thread in my practice and the.
My Motivation to find and work with an independent broker/dealer: I had a friend whose husband had passed away and she needed someone she could trust, and who would/could help her through all the nuances of taking over her finances, since her husband had handled everything. I watched her struggle, and the trust she put into a broker was not rewarded. She.
Colorado Springs, Colorado Area
The CWS is a certification that takes into account many factors in persons financial life. They take the many aspects of wealth and break it down into 13 different areas. All though not all apply to every client many do. They look at cash management as a area that if managed correctly and well benefits the client. They also look at comprehensive and.
The Accredited Investment Fiduciary® (AIF®) Designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF designees demonstrate a thorough understanding of.
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Jennifer K. Hicks works for Purpose Planning.
Jennifer K. Hicks is listed as Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary® at Purpose Planning.
AeroLeads has found 3 work email signals at @purposeplanning.com for Jennifer K. Hicks at Purpose Planning.
Jennifer K. Hicks is based in Colorado Springs, Colorado, United States while working with Purpose Planning.
Jennifer K. Hicks has worked for Purpose Planning, Cfp Board, Cetera Advisors Llc, Cannon Financial Institute, and Fi360.
Jennifer K. Hicks's colleagues at Purpose Planning include Beth Essendrop.
You can use AeroLeads to view verified contact signals for Jennifer K. Hicks at Purpose Planning, including work email, phone, and LinkedIn data when available.
Jennifer K. Hicks holds Master Of Accountancy Ma, Accounting from University Of Missouri-Columbia.
Jennifer K. Hicks is listed with skills including Financial Planning, Wealth Management, Investments, Income Planning, Retirement Planning, Military Transition, Asset Allocation, and Cash Management.
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