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 | CERTIFIED 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 |
|
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
www.myfinancialdynamics.com
Financial Dynamics is a separate entity from LPL Financial.
