Our Credentials and Memberships
Certified Financial Planner TM(CFP ®)
Colleen and Rob are both Certified Financial Planners. Our CFP credentials are backed by a two-year board certified education process and years of experience. We participate in continuing education to stay up to date on the latest developments in financial planning. Further, we are bound by a code of ethics to put your interests first. There is a "Find a CFP" link on the CFP website (www.cfp.net). And both Colleen and Rob are listed here.
Financial Planning Association® (FPA®)
Colleen is a member of the Financial Planning Association® (FPA®) .The Financial Planning Association (FPA®) is the leadership and advocacy organization representing the financial planning community. FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. The FPA cultivates the body of knowledge for financial planning, shares best practices and encourages professional development.
Five Star Wealth ManagerSM
Colleen Knopinski is a designated Five Star Wealth ManagerSM for 2010 for the Denver area. This designation is based on a survey of over 120,000 high net worth households and financial professionals. Respondents evaluate wealth managers on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction. Finalists are subject to further scrutiny by a panel of peers based on three criteria: integrity, knowledge/expertise, overall reputation. Fewer than four percent of financial professionals in the Denver area receive the recognition.**
Boulder County Estate Planning Council
Colleen serves as a member of the Boulder County Estate Planning Council. The mission of the Boulder County Estate Planning Council shall be to: (1) pursue in the Boulder County area the goals and objectives of the Nation Association of Estate Planners and Councils (NAEPC); (2) to encourage and cultivate interdisciplinary communication and education between the NAEPC professional disciplines (CPA, CLU, CFP/ChFC, JD, Trust Officer); and (3) to serve the Boulder County public by encouraging Boulder County families, individuals, and business owners to pursue and complete estate plans.
U.S. Securities and Exchange Commission
Reports on investment advisors can be found at the United States Securities and Exchange Commission Investment Advisor Search site including for both Colleen and Rob. You can search for an investment adviser firm on this website and view that firm's Form ADV. Investment advisers file Form ADV to register with the SEC and/or the states. Form ADV contains information about an investment adviser and its business operations. Form ADV also contains disclosure about certain disciplinary events involving the adviser and its key personnel.
You can also search for an individual investment adviser representative and view that individual's professional background and conduct including current registrations, employment history, and disclosures about certain disciplinary events involving the individual. The information about investment adviser representatives that appears on this website is collected from individual investment adviser representatives, investment adviser firm(s), and/or securities regulator(s) as part of the securities industry's registration and licensing process.
** Third-party rankings and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
