I help my clients see money as a tool to free up time to do the things they love to do. I work with small business owners and individual investors to help them understand their options and make informed decisions. I want you to reach your financial goals by putting plans in place to help ensure you can get there. I help serious, long term investors stay on track.
I have a bachelor's degree in finance with an emphasis in personal financial planning from the University of Colorado Boulder Leeds School of Business. I hold a series 7 and series 66 registration. I am a resident producer of accident and life, health and variable products insurance. I also hold the Accredited Asset Management Specialist® designation through the College for Financial Planning. The AAMS® is awarded to professionals who successfully complete a course of study, pass an exam and comply with a code of ethics. The course of study covers various topics of financial planning such as investments, insurance, taxation, retirement and estate planning.
I am an avid skier and snowboarder, a yoga enthusiast and a Minnesota (where I grew up) Vikings football fan. I share a home in Golden Colorado with my girlfriend, Kaitlyn, a certified yoga instructor. We have a dog named Dexter and a cat named Polo.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
- New Investors
My Personal Interests
- Animal Rescue
Phone NumberAnton R Gougeon at (303) 988-1604
|Mon||07:30AM - 05:00PM|
|Tue||07:30AM - 05:00PM|
|Wed||07:30AM - 05:00PM|
|Thu||07:30AM - 05:00PM|
|Fri||07:30AM - 05:00PM|
- Web Conferencing
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