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David R
Series 65
Longmont, CO
Best Life Financial Planning, LLC
David Robinson is the principal of Best Life Financial Planning, LLC, an independent advisory firm based in Longmont, Colorado. He holds a Series 65 designation and has experience in financial services since 2023, following a 12-year career in the United States Navy. Best Life Financial Planning offers comprehensive, fee-only financial planning primarily to individuals and high-net-worth clients. The firm emphasizes holistic planning and uses a Modern Portfolio Theory framework focused on passive, asset-allocation strategies, providing investment management exclusively to ongoing planning clients.
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