Susan Elliott

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Financial Advisor

Elliott, Zepelin & Associates

 

Contact Information

Email Address: susan.elliott@ampf.com

Phone: 303-407-1250

Mobile Phone: 303-903-9862

Fax: 303-407-1263

Address: 7979 E Tufts Avenue, Suite 950, Denver, CO 80237

 

Biography

Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education
BS Business Administration, University of Colorado, Boulder
MBA Business Administration, University of Colorado, Denver

Experience
24 Years of Experience
Areas of Focus 

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution · Insurance


Social Networking


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Interests

Financial Planning

Insurance

 

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