Willson Venrick Email & Phone Number

I graduated from Colorado State University with an undergraduate degree in Finance in 2022 and decided to pursue a deeper understanding of the field. The following year, I graduated with my master's degree in finance, also from CSU, and immediately started studying to become a fully licensed financial professional. Over the last year I have passed the SIE, Series 7, and Series 66 exams to become a fully licensed financial advisor. I met with the team at Equitable Advisors in Englewood, CO, and have since started my own financial planning practice. I specialize in helping small business owners plan for their futures with a focus on Orthodontic and Dental practices.I don’t believe in a “one-size fits all” strategy to help clients reach their goals. Taking a holistic approach, I work with my clients to breakdown their big financial decisions into small manageable steps. By helping clients become more informed and empowered, they can take those small simple steps necessary to put strategies in place. Just some of the areas I focus on include: -Analysis of their current financial situation -Risk Management evaluation including Long-Term Care Planning -Estate Planning Strategies and Wealth Preservation -Wealth Accumulation and Retirement Planning -Asset Allocation For business owners, I also develop strategies for: -Employee Benefit Plans, Pension and 401(k) implementation -Executive Benefits and Deferred Comp Plans -Employee financial seminars -Business Succession Programs -Key Person Planning

Listed skills include Leadership, Microsoft Office, Teamwork, Data Analysis, and 11 others.