Back to Search Favorites List

Donita Baze (CFP®)

Donita Baze focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • LGBT Couples and Families
  • Retirement Plan Investment Advice

Planning Specialties

Kindhearted yet Fierce Women who may have gone through Divorce, Death of a Spouse, Inherited Money, or need to plan deeper for Retirement.

Additional Information

Author of Soul-Based Financial Planning: A Guide to Understanding Your Relationship with Money and Aligning with Your LIfe's Purpose

NAPFA Start Date

December 04, 2020

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

298 Meadowview Drive Estes Park, CO 80517 Phone: (720) 541-4602
View