The FPA of Colorado has approximately 560 financial professional members, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance and annuities, mutual funds, banks/thrifts/trust, law, investment management, and accounting. The entire FPA membership totals nearly 28,000 and continues to grow.Partners gain recognition, exposure and develop relationships with other financial peers at our meetings and events. All 2018 partnerships are currently sold-out, except Silver. Download the brochure

Partners can attend our 25+ events a year: 7 chapter programs, all social events and our 2nd Annual Forum, our flagship program in October. 

Questions? Call 303-450-0515


Diamond Partners

 

John Mackowiak
303-586-3177

Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are a team of entrepreneurs with decades of experience serving financial advisors. Continuous innovation and providing superior value and support to our clients are the principles Advyzon was founded on. Visit www.advyzon.com to learn more.

 

CollegeInvest is committed exclusively to helping families save for college by offering Colorado’s only tax advantaged 529 College Savings Program as well as scholarships, expert information, simple online planning tools and Continuing Education classes for financial professionals.

Brennan Hannon
303-376-8844

 

Peter Rueth, 303-214-6393  
Reverse Mortgage Planner

Backed by in house processing, underwriting, and funding at Fairway Independent Mortgage, allows the Rueth Team to offer an expansive portfolio of loan products. The Rueth Team is able to focus on a level of client care that sets the standard for a superior mortgage experience.

 


Platinum Partners

 

 

 

 

 

 

 

 

 


Gold Partners

 

 

 

 

 

 

 

 

 

 

 


Silver