Todd Jeffcoat, CFA, CFP® | Financial Consultant

 

Todd has been providing financial guidance to members of the Credit Union of Colorado since 2000. He has a Bachelor of Science degree in Finance from the University of Northern Colorado, and maintains his Series 7, 24 and 66 securities licenses, as well as his life and long-term care insurance licenses, with LPL Financial.

In 2003, Todd earned his CERTIFIED FINANCIAL PLANNER™ professional designation, and his Chartered Financial Analyst® designation in 2015. He specializes in helping members plan and manage investments for long-term goals, such as retirement and college funding, by providing objective, unbiased advice.

Todd is a Colorado native and currently resides in Arvada with his wife Amanda and son William. In his free time, he enjoys spending time with his family and exploring the outdoors.

 

Investment Center Located At Credit Union of Colorado
1390 Logan Street
Denver, CO 80203
Office: 303-812-1908
Toll Free: 800-444-4816 ext. 71431
Email: todd.jeffcoat@lpl.com 

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured No Credit Union Guarantee May Lose Value