Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® Email and Phone Number
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® work email
- Valid
- Valid
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® personal email
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® phone numbers
Steven Harp is the Founder and CEO of Colorado Wealth Group, LLC, a Registered Investment Adviser (DBA "Colorado Wealth Group" and/or "CWG"). CWG is a comprehensive financial planning firm in Denver, CO. He and this team have a distinct mission to create peace of mind through personalized financial planning. Steven holds multiple prestigious designations, setting him apart in an overcrowded industry of financial professionals. Steven is a CERTIFIED FINANCIAL PLANNER™ practitioner, CHARTERED FINANCIAL CONSULTANT™, ACCREDITED INVESTMENT FIDUCIARY™, CHARTERED LIFE UNDERWRITER™ and is CERTIFIED in LONG TERM CARE™. Please click the links below to learn more about each of these credentials.
-
Founder And CeoColorado Wealth Group Mar 2016 - PresentDenver, Colorado, UsSteven W. Harp is a CERTIFIED FINANCIAL PLANNER™ practitioner, Founder and CEO of Colorado Wealth Group (CWG) in Denver, CO. Steven and his team have assembled a unique financial planning and wealth advisory firm unlike any other. The inception of Colorado Wealth Group derived from financial industry frustrations, as many of CWG's advisors and associates came from large institutions that rely on out-dated systems and methodology. With a goal of cross-pollinating diverse skill-sets and delivering a fee-conscious, planning first approach, they set out to create something unique. Ultimately, CWG's mission is to create Peace of Mind through Personalized Financial Planning. Advisors at CWG are highly credentialed, including designations such as CFP®, ChFC®, AIF®, CEP®, CLU®, EA, MBA, NSSA®, CSRIC™, AWMA® and CLTC. Advisors at CWG are securities licensed in all 50 states and carry life, health, and long-term care licensing. Colorado Wealth Group has purposefully built an incubator of industry talent, as those associated with the firm are highly skilled practitioners and truly experts in their field. Steven and his firm are accepting new clients, and are always looking for talent to add to the team. Steven loves working with successful professionals, business owners, and those with a strong desire to protect their families and plan financially for whatever excites them. Regardless of your level of financial confidence or awareness, Steven's initial consultation is always free of charge. -
Certified Financial Planner™ PractitionerGerlach, Way, Scarth & Associates Mar 2015 - Mar 2016Steven and his team joined Gerlach, Way, Scarth & Associates in March of 2015 with a desire to bring the highest possible value to his clients. GWS&A has a reputation for delivering high caliber results complimented by superior online functionality and customer service. These attributes, among others, made GWS&A a perfect short-term destination prior to launching Colorado Wealth Group.While there, Steven and his team consulted with a wide range of clientele. Tthey specialized in helping moderate-to-high net worth individuals achieve their financial objectives, utilizing the most tax-efficient and diversified solutions. Steven's typical clientele are small business owners, software developers and consultants, successful sales, marketing, and management professionals, real estate professionals, physicians, and many others with a strong desire to plan for the future.
-
Wealth Management AdvisorNorthwestern Mutual Wealth Management Company Jan 2010 - Mar 2015Milwaukee, Wi, Us -
Volunteer Finance ChairmanPikes Peak Council Boy Scouts Of America Dec 2010 - Dec 2012In December 2010, Steve happily accepted an offer to take the lead for the local Boy Scouts of America chapter in Colorado Springs as their Finance Chairman. This volunteer role constituted a responsibility to generate sponsorships and donations to the local chapter, the Pikes Peak Council.Steve was incredibly excited to utilize his knowledge and expertise in financial management, recruitment and acquisition. Steve grew as a scout and believes in the power of their ability to help our youth generate valuable leadership skills, and continuing to lead the way in developing principled leaders for tomorrow's world.
-
National Sales Manager/Senior Endurance CoachCarmichael Training Systems Feb 2006 - Jan 2010Colorado Springs, Colorado, UsCarmichael Training Systems, Inc. is the world's leader in endurance sports coaching. It was founded in 2000 by Chris Carmichael, long-time coach to 7-time Tour de France Champion and Livestrong founder Lance Armstrong, as well as Ironman® World Champion Craig Alexander.The CTS mission was to provide premier coaching services to not only the elite of the elite athletes, but everyday amateur athletes as well. Steven's roles during his four years at CTS were as a Senior Multisport Coach, Sales Representative, and National Sales Manager. His experience in handling these diverse areas of the business helped shape Steven's talents in project management, sales, employee management, and coaching.
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® Skills
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® Education Details
-
The American College Of Financial ServicesFinancial Planning And Services -
University Of Missouri-ColumbiaPsychology
Frequently Asked Questions about Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®
What company does Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® work for?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® works for Colorado Wealth Group
What is Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s role at the current company?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s current role is Founder and CEO.
What is Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s email address?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s email address is st****@****mfn.com
What is Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s direct phone number?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s direct phone number is +171963*****
What schools did Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® attend?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® attended The American College Of Financial Services, University Of Missouri-Columbia.
What are some of Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc®'s interests?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® has interest in Learning, Retirement Planning, Health, Teaching, Children, Snowboarding, Education, Environment, Science And Technology, Running.
What skills is Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® known for?
Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® has skills like Coaching, Customer Service, Public Speaking, Team Building, Public Relations, Social Media, Contract Negotiation.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial