Brian Wortinger, Financial Advisor located in Monument, CO

Financial Advisor
Brian Wortinger

CEPA®
16055 Old Forest Pt Suite 100, Monument, CO 80132opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Charitable Giving
  • Business Retirement Plans
  • Federal Benefits

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Cindy Puckett
    Sr. Branch Office Administrator
    FPQP®
  • CJ Plummer
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(719) 480-7360

Fax

(888) 217-1849

Office Address

16055 Old Forest Pt Suite 100
Monument, CO 80132opens in a new window

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