Steven

משקיע

Steven Harp is the Founder and Managing Partner of Colorado Wealth Group. Steven’s vision for CWG is to deliver nothing but exceptional value and expertise to all clients, building on a reputation of being one of the best, and most comprehensive financial planning firms in the industry. Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced fiduciary practice, yet remains focused on continuing education and mentoring advisors at CWG. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), the most prestigious financial planning designation. Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (CLTC) designations.

טווח השקעה: ₪10,000-₪1,000,000

סוג השקעות: אקטיבית,פסיבית,מניבים בלבד,סטארטאפים בלבד

תחומי התעניינות: אתרי אינטרנט,סטארטאפים,אחר

דרגת אמינות: אלוף משנה (27 נקודות)