Phil Doerner, Financial Advisor located in Brighton, CO

Financial Advisor
Phil Doerner

CFP®, ChFC®, CPWA®, CEPA®, AAMS®
725 E Bridge St Suite A, Brighton, CO 80601opens in a new window
Client by Referral
Serving clients with $500,000
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Focus Areas

  • Corporate Executives
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Inheritance Guidance
  • Estate & Legacy Strategies
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cycling
  • Hiking
  • Personal Fitness
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Sue Hart
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(303) 659-1730

Fax

(877) 479-2316

Office Address

725 E Bridge St Suite A
Brighton, CO 80601opens in a new window

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