Steven
·
DENVER
·
חבר מאז 2019
משקיע
טווח השקעה
₪10,000 – ₪1,000,000
סוג השקעה
אקטיבית
פסיבית
מניבים בלבד
סטארטאפים בלבד
תחומי ענין
אתרי אינטרנט
סטארטאפים
אחר
Steven Dtsv 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.