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
Interests
Financial Planning
Insurance
