Kelli Phifer, Financial Advisor located in Colorado Springs, CO

Financial Advisor
Kelli A Phifer

CFP®, CEPA®
13710 Struthers Rd Ste 125, Colorado Springs, CO 80921opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Skiing
  • Personal Fitness

Team Members

  • Ruth Valdez
    Sr. Branch Office Administrator
    FPQP®
  • Danny Tran
    Branch Office Administrator
  • Stephanie Rowden
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(719) 487-0407

Fax

(888) 563-8121

Office Address

13710 Struthers Rd Ste 125
Colorado Springs, CO 80921opens in a new window

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