Jim Toft, Financial Advisor

FINANCIAL ADVISOR
Jim Toft

CFP®, CEPA®
13801 E Yale Ave Suite 117, Aurora, CO 80014opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Employee Stock Options
  • Divorce Finances
  • LGBTQ+ Finances
  • Hispanic Family Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Camping
  • Sports Enthusiast
  • Volunteering
  • Traveling

Team Members

  • Carla McBride
    Sr. Branch Office Administrator
  • Sheila Gauthier
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(303) 389-0017

Fax

(866) 462-5203

Office Address

13801 E Yale Ave Suite 117
Aurora, CO 80014opens in a new window

Mailing address

P O Box 440799
Aurora, CO 80044

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