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


This Office

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