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Alexis D

Series 65

Denver, CO

Driven Wealth

Alexis Delulio is a financial advisor at Driven Wealth in Denver, CO, holding a Series 65 credential with one year of industry experience. Before founding Driven Wealth, Alexis worked at Silicon Valley Bank and Segall Bryant & Hamill and spent time engaged in extended international travel. Driven Wealth serves individuals, high-net-worth individuals, and families with investment management and comprehensive financial planning. The firm follows an evidence-based, long-term investment approach using low-cost ETFs and index funds, and offers a range of planning services including seminars, workshops, and access to third-party model strategies.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Tax strategies for small businesses Young Professionals Mid-Career Professionals
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