Steven W. Harp, Cfp® Chfc® Aif® Clu® Cltc® Email & Phone Number

Denver, Colorado, Us

Steven 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.

Steven 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.

Milwaukee, Wi, Us

In 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.

Colorado Springs, Colorado, Us

Carmichael 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.

Chartered Financial Consultant (Chfc®), Financial Planning And Services

Nutritional Sciences, Psychology