coloradowealthgroup Member

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Username
coloradowealthgroup
Location
united States
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subscriber
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Work Experience
Managing Partner of Colorado Wealth Group
Website
https://www.coloradowealthgroup.com
Share Your Startup Story
Steven Harp is the Founder and Managing Partner of Colorado Wealth Group. Steven’s vision for CWG is to deliver nothing but exceptional value and expertise to all clients, building on a reputation of being one of the best, and most comprehensive financial planning firms in the industry.

Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced fiduciary practice, yet remains focused on continuing education and mentoring advisors at CWG.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), the most prestigious financial planning designation. Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (C
Industry
Colorado Wealth Group
Education
Harvard University
Current Role
Managing Partner
Company
Colorado Wealth Group.
Certifications
Accredited Investment Fiduciary
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1

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