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AdvisorNet

Looking for advice on how to find the right RIA to work at as a Financial Planner in Denver/Boulder

Veteran

Chad Sheiner Arvada, CO

Within the next 8-12 months I am separating from the Air Force and going into the Financial Planner industry. I am highly interested in working for a small RIA as a "Fee" only planner in the Denver/Boulder/Golden areas of Colorado. Any advice regarding the first couple of years in the industry is appreciated. If anyone has any connections in the industry in the Denver metro area that would be very helpful.

I am currently on course 3 of my 6 courses for my CFP certificate.

Thank you

17 April 2019 3 replies Military to Civilian Transition

Answers

Advisor

Amit Chaudhary Cupertino, CA

Read the book, aspirational investor, it will tune to making investing a tool for your clients dreams, https://www.goodreads.com/book/show/23215449-the-aspirational-investor

See old posts & approach top advisors like https://twitter.com/PeterMallouk

Veteran

Chad Sheiner Arvada, CO

Hi Caitlin,

Thank you for the response. I will utilize that function to narrow it down.

Chad

Advisor

Caitlin Hearle New York, NY

Hi Chad,

Thank you for question and of course, for your service! I am not well versed in the financial space, but you can find someone to appropriately answer your question on our Community Page. Narrow down your search to the Denver metro area, as well as by career field/level of expertise. That should show you a handful of Advisors who have experience in this arena and can point you in the most constructive direction.

I hope this is helpful!

All the best,
Caitlin

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