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Seeking Registered Investment Advisor / Certified Financial Planner Mentor in Colorado

Veteran

GREGORY ROTI Colorado Springs, CO

After 32 plus years of combined uniformed and civilian service I am looking to transition to an encore / passion career in the personal finance world. Looking for someone in a small firm to mentor me through my transition. Will begin my CFP college classes in January. Expect to take exam in early 2022. Have well developed informal knowledge of personal finance through self-study. Appreciate any consideration and perhaps an opportunity to help my mentor as a way to learn the craft.

11 December 2020 2 replies Mentoring

Answers

Advisor

Bob Molluro Wilmington, DE

Gregory I have trained and Coached over 4500 financial services professionals. If you would like to discuss your situation I am open for a conversation. Just let me know.
My email is ramco1@verizon.net
Warmly, Bob Molluro

Advisor

Stephen Dest New York, NY

Hi Greg,

Thanks for your question. If you want to connect with people in a specific location, you might be best off using the Community section on this page: https://acp-advisornet.org/community/advisors

There, you can search for advisors by expertise, years of experience, and zip code. You can then direct message advisors that you would like to connect with.

If you are not finding the connections you are looking for, or have any further questions, please reach out to me in a private message.

Thanks,

Stephen

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