Top financial advisors in Centennial, CO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Centennial, CO when you're navigating complex financial decisions like retirement planning or investment management. A common pitfall is working with an advisor who overlooks how Colorado's flat income tax affects your overall tax strategy.
- Tax environment insight. Confirm the advisor understands how Colorado's flat income tax simplifies or changes your tax planning compared to states with progressive taxes.
- Experience depth. Look for advisors who can explain how their years of experience translate into handling local financial nuances.
- Fee structure clarity. Ask how their flat-fee or other pricing models impact the services you receive and your long-term costs.
- Firm size impact. Consider how working with advisors from large firms versus independent practices might affect your access to resources and personalized attention.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David R
CFP®, ChFC®, Series 63
Centennial, CO
The AmeriFlex Group
David Riggle offers extensive expertise in wealth management and retirement income strategy, well-suited for clients in Centennial, CO navigating local tax nuances. With 37 years of experience, he operates independently at The AmeriFlex Group, providing flat-fee financial planning and consulting, which may appeal to those seeking transparent pricing and personalized attention compared to larger firms.
Experience: 37 years
Avg account: $549,793
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Charlene L
CFP®, Series 63, Series 66
Centennial, CO
Cambridge Investment Research Advisors
Charlene Laney's 11 years of experience and CFP® certification equip her to address retirement income strategies and business owner retirement plans in Centennial, CO, considering local tax nuances. Affiliated with Cambridge Investment Research Advisors, a large firm, she offers flat-fee financial planning and consulting, providing access to extensive resources while maintaining transparent pricing compared to other advisors in the area.
Experience: 11 years
Avg account: $378,281
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Randall M
Series 63
Centennial, CO
Cetera
Randall Mason's 36 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address financial needs in Centennial, CO, especially considering Colorado's flat income tax. Affiliated with Cetera, a large firm, he offers flat-fee financial planning and consulting, providing access to extensive resources while serving high earners and those approaching retirement.
Experience: 37 years
Avg account: $306,089
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Jerry G
ChFC®, Series 63, Series 65
Englewood, CO
Progress Alliance Investment Services
Jerry Gruber's 42 years of experience and ChFC® designation equip him to navigate the financial landscape near Centennial, CO, including wealth management with a focus on tailored portfolio objectives. Operating independently with a flat-fee structure, he offers personalized attention and discretionary account management, distinguishing him from advisors tied to larger firms or different fee models.
Experience: 42 years
Avg account: $210,865
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Elijah James B
CFP®, Series 66
Greenwood Village, CO
Wells Fargo Clearing
Elijah Brown's 13 years of experience and CFP® certification equip him to navigate Centennial's financial landscape, including wealth management for executives and business owners. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, he provides a 0.30% annual AUM fee structure, distinguishing him with access to extensive resources and a comprehensive advisory approach.
Experience: 14 years
Avg account: $475,575
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