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Chanda S

CFP®, Series 66

Louisville, CO

Varra Financial

Chanda Sloat is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Varra Financial and Varra Wealth Management LLC in Louisville, CO. Prior to her advisory roles, she spent time at the University of Colorado, Leeds School of Business. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in modern portfolio theory and typically offers non-discretionary management to its clients.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Gina V

Series 63, Series 65

Louisville, CO

Varra Financial

Gina Varra is a financial advisor with Varra Financial in Louisville, Colorado, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Varra Wealth Management LLC since 2022, LPL Financial since 2017, and National Planning Corporation from 2002 to 2017. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on modern portfolio theory and emphasizes documented risk tolerance and asset allocation, serving mostly under non-discretionary advisory agreements.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Cameron D

Series 63, Series 66

Louisville, CO

Varra Financial

Cameron Dunford is a financial advisor with Varra Financial in Louisville, CO, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His work history includes positions at Oppenheimer Funds Inc. from 2011 to 2018 and concurrent roles with Varra Wealth Management LLC and LPL Financial since 2018. Outside of his advisory work, he is involved with a home-based business entity unrelated to investments. Varra Financial provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm emphasizes modern portfolio theory and long-term trading, offering both discretionary and primarily non-discretionary portfolio management.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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James J

CFP®, Series 63

Louisville, CO

Varra Financial

James Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Varra Financial. He has worked at Varra Wealth Management LLC since 2022 and previously held roles at LPL Financial and COUNTRY Financial. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a long-term trading approach based on modern portfolio theory and prepares detailed Investment Policy Statements to guide portfolio management.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Matthew D

CFP®, Series 63, Series 66

Louisville, CO

Varra Financial

Matthew Danaher is a CFP® with nine years of industry experience currently working at Varra Financial in Louisville, CO. His prior experience includes roles at Charles Schwab, U.S. Bancorp Investments, and Wells Fargo. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term trading approach grounded in modern portfolio theory and often manages assets on a non-discretionary basis, allowing clients to retain final trading authority.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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