Welcome to Davinci Financial Planning :: Certified Financial Planner

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.


Welcome to DaVinci Financial Planning!

Struggling to find an experienced Certified Financial Planner who listens, gives careful consideration to your long-term goals and pursues a constructive, coordinated approach to meet them? I founded DaVinci Financial Planning, Inc., a fee-only, full service financial planning and investment management firm based in Colorado Springs and Denver, Colorado to help you stay on track. I can work with you in a couple of different ways:

Financial check-up - flat fee $500 Written recommendations on how you need to restructure your finances to meet your goals plus support for 60 days. Comprehensive Financial Plan Professional active management of your investment portfolio, and on-going support and unlimited financial planning visits. Recommended if you are looking for a long-term financial planning partner and a mentor.
Please click below to find more information about these specific areas of financial planning. College Education Planning Retirement Planning Insurance Evaluation Investment Management Services Tax Planning Estate Plan Review

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.
We have offices in Colorado Springs and Denver, Colorado. We offer our Financial Planning Services to residents in the Colorado Springs, Denver, CO Area, and we service clients Nationwide.