Personal Financial Planning
Dennis E. Means
- Currently registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor Pursuant to Section 203 of the Investment Advisors Act of 1940.
- Awarded the Certified Financial Planner (CFP®) designation in 1985).
- Former Public School Administrator(left public education in 1979 to train as an independent financial planner).
- Became part owner of Financial Services Network in 1986, a registered Investment Advisor.
- Frequent teacher and speaker throughout the Denver Metro area on the subject of Comprehensive Financial Planning.
- Contributing writer to financial planning column in the Rocky Mountain News "Working Money" and guest columnist for Stages Magazine published by Fidelity Advisors.
- Active in the National and Colorado Society of Certified Financial Planners™, past President of the Colorado Society of CFP's®, and recently elected to the National Board of Directors for the Institute of Certified Financial Planners™.
- NASD License's include Series 6, 7, 22, 24, 63.
- Certified General Securities Principal (Branch Manager).
- Practice emphasis include:
- Fee based Comprehensive Financial Planning
- Investment Portfolio Design
- Risk Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Small business design and structure