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

NAPFA Start Date

December 04, 2020


This Office

610 Steamer Dr Estes Park, CO 80517-9609 Phone: (720) 541-4602