Chris Bruhl, CLU, CFP®, ChFC® | Wealth Advisor

MISSION STATEMENT – To provide clients with a clear path toward their financial goals through the use of effective communication, comprehensive Risk Management Strategies and efficient Asset Accumulation Plans within a delivery system that exceeds expectations for service.

Specializing in the design, implementation and coordination of financial plans that help clients gain control over their financial futures.

SERVICES OFFERED
Personal Planning:

  • Financial Planning
  • Wealth Accumulation Strategies
  • Estate/Tax Planning
  • Income Continuation Planning
  • College Funding Planning

*Financial Planning offered through LPL Financial

Business Planning:

  • Succession/Exit Planning
  • Continuation Planning
  • Key Person Planning
  • Tax Qualified Retirement Plans
  • Core Employee Benefit Strategies

EDUCATIONAL ACHIEVEMENTS

Chartered Financial Consultant

American College – Bryn Mawr, PA

February 2009

CERTIED FINANCIAL PLANNER™

CFP® Board of Standards – Denver, CO

2000

Chartered Life Underwriter

American College – Bryn Mawr, PA

1999

Master’s Degree, Marketing

Graduate School of Business – CU Denver

1992

PERSONAL
Born in New York City
Raised in Honolulu, Hawaii
Resident of Jefferson County, Colorado since 1982 with wife, Jamie, and daughters, Kendall Marie and Allison Rae
Avid skier, mountain climber, gardener, and reader

ASSOCIATIONS & AFFILIATIONS:

Board of Elders

Bethlehem Lutheran Church – Lakewood, CO

1996 – current


Financial Dynamics, LLC
440 Indiana Street
Golden, CO 80401  
PO Box 260666
Lakewood, CO 80226
Office: 303-942-1717 
Fax: 303-942-1718
Toll-Free: 888-867-2834
Email: christopher.bruhl@lpl.com
Website: www.myfinancialdynamics.com