Heather Palumbo | Para-Planner / Portfolio & Investment Research Coordinator

Colorado Financial Partners, LLC
14143 Denver West Parkway, Suite 510
Golden, CO 80401
Office: 303-393-2341
Fax: 303-393-2365
Email: heather.palumbo@lpl.com

Heather Palumbo is the ParaPlanner and Portfolio & Investment Research Coordinator for Colorado Financial Partners, LLC. Educated with a BBA in Finance. She has continued her education in finance by completing courses in Financial Planning with the College of Financial Planning in Denver. Additionally, she has recently earned her CFS designation (Certified Fund Specialist) through the Institute of Business and Finance. She spent several years in credit analysis before joining a high net-worth wealth management firm in Boulder and then, finally, Colorado Financial Partners, in August of 2006. She stays active (because she loves to bake!) by competing in triathlons and takes every opportunity she can to hike, camp, ski and bicycle.