Hear Steve Speak in Boulder

Boulder Flatirons

I have two fantastic pieces of news and didn’t want to wait with either. First, I’m excited to share that last week I received word that I had passed the Certified Financial Planner (CFP) exam administered July 19-20. The CFP is perhaps the most recognizable and sought after mark in financial planning. Only about 10% of advisors take the time to get this designation- which encompasses advanced coursework in:

  • Financial Planning
  • Insurance Planning
  • Income Taxation
  • Retirement Planning
  • Investments
  • Estate Planning
  • Financial Planning Applications

Typical pass rate for the exam hovers around 60%. I felt compelled to pursue the CFP designation in an effort to better serve my clients and ensure my financial planning knowledge carried both the extreme breadth and depth that my investment background already does. While I am awaiting verification of the “experience” requirement to become a CFP professional, passing the exam is definitely the biggest hurdle to overcome.

Second, I have been invited by the Boulder Chamber of Commerce’s young professional group- “2140”- to be part of a special “Organizing Your Financial Future” lunch speaking panel on Wednesday, September 11, from 11:30am-1:30pm at Carelli’s Italian restaurant in Boulder. Together with another Boulder-based advisor and a mortgage lender, we’ll be discussing the best ways to save, invest, buy a home, and plan your financial future- all over a tasty meal. A big part of the day will be Q&A from the audience- so please come, and bring your most difficult questions!

For more information, or to register for the event, check out:
Brain Food – Organizing Your Financial Life – September 2013

This will be a great way to download some free knowledge on just about any financial question you can imagine!

Looking forward to seeing you soon,

Steve Zakelj
Financial Advisor

“Investing your money the way you would if you knew what I knew”

Still Have More Questions? Contact Us Today!