About Davinci Financial Planning :: Certified Financial Planner : Colorado Springs and Denver, CO

Certified Financial Planner™ professional (CFP®)

Individuals certified by CFP Board have to demonstrate their
competency by submitting to the rigorous CFP® certification
process that includes demanding education, examination,
experience and ethical requirements.

Certified Divorce Financial Analyst™ (CDFA™)

A Certified Divorce Financial Analyst is trained to specialize
in financial and tax issues of a divorce.

Chartered Financial Consultant (ChFC)

This distinction enables practitioner to effectively apply a
comprehensive financial planning process to her clients’ needs,
with the emphasis on advanced coverage of estate, retirement,
and financial planning applications.

Chartered Life Underwriter (CLU)

The Chartered Life Underwriter is widely recognized as the highest
level of studies in the life insurance profession. This certification
enables practitioner to present a wider range of solutions for the life
insurance needs of individuals, business owners and professionals,
including income replacement, estate planning, and wealth transfer.


About DaVinci Financial Planning

The founder and CEO, Denisa Tova has more than 15 years of experience in the financial services and investment advisory industry. Denisa is a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst, and mediator. Denisa offers her expert financial planning services to residents in the Colorado Springs and Denver, Colorado area. See Denisa's complete bio.

We are dedicated to working with Colorado based residents who seek a planning partner to help them navigate through the complex world of personal finance; a trusted partner to help them address their financial planning and investment management needs. We seek to understand and assess their needs, craft and execute a plan that meets their goals, and continuously measure its success. We feel it is important to establish client relationships that are mutually fulfilling, where we know we can provide the most value.

Our Clients
Our Colorado based Clients come from all walks of life. They are highly motivated to work with a Certified Financial Planner (CFP) professional, not a sales representative.
Some of our clients are facing a transition, such as Retirement, Career Change, Passing of a Loved one, or Divorce Some are experiencing a temporary financial setback and they need an 'accountability partner' to help them regain control of their finances. Some of our clients are conservative-to-moderate risk takers, who are more concerned about preserving their assets and achieving their life goals than beating the market or boasting about an investment's performance.
The bottom line is that they all recognize the value of their time - and of our expertise. They prefer to spend their time enjoying life and focusing on their families and careers, rather than trying to sort through the myriad of complexities in the increasingly difficult world of personal finance. By educating and empowering our clients, we seek to build a deep level of trust and rapport. To get started, please complete and return this brief questionnaire to help us serve you better. Financial Planning Services Inquiry - (Microsoft Word) Financial Planning Services Inquiry - (PDF) We have offices in Colorado Springs and Denver, Colorado. We offer our Full Service Financial Planning Services to residents in the Denver, CO and Colorado Springs Area.


Schedule your confidential consultation today:
719-634-6944 303-625-4071 Skype: denisatova Email: denisa@davincifp.com

Thank you in advance for your most kind referrals.