My daily work with clients is formed by a passion to see people step into who and what they can be. As a financial guide, I lead clients through the uncharted territory of creating the retirement they envision and show them how to make it possible, then a reality.
Clients who benefit most from our work value an integrated approach to their financial wellbeing including tax, estate, investment, income and insurance considerations. They appreciate a perspective that connects all the dots and reveals opportunities within these considerations as they pertain to their specific situation. We utilize the state-of-the-art investment platforms, leveraging our firm's respected analysts.
We follow a rigorous, proactive 5-step Process focused on creating a deep, personal relationship with our clients.
My educational background is in international economics at George Washington University and the Johns Hopkins School of Advanced International Studies (SAIS). My work at the Executive Office of the President of the United States and with Sanwa Securities in New York City put that education to practical application and provides invaluable perspective for my clients.
My wife, Debbie, and I raised our three children in Longmont. I have served on the YMCA board, the Longmont United Hospital Board and in Rotary over the years. We travel extensively internationally as we believe it is the basis of a well-rounded world view. I have a passion for golf and a handicap that does not yet reflect it. We love Colorado and spend time in the back-country hiking and horseback riding.
Please let me know how I can serve you and your family.
My Personal Interests
- Horseback Riding
- Scuba Diving
Phone NumberGreg Betsinger at (303) 776-8447
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More