Achieving what's most important begins with advice you can trust



Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps me learn all I can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, I can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or creating a giving strategy for the people and causes that mean so much, we are well positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.

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Steven Rotello

Steven Rotello, CFP®

First Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Retirement Plan Consultant

4600 S. Ulster St., Ste 700
Metro Point One
Denver, CO 80237
303-488-3974
800-547-3178
855-503-6860 fax
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