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Robert Persichitte (CFP®, CPA)

Robert Persichitte focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

I specialize in taxes and fixing problems. For taxes, I create comprehensive plans that minimize lifetime taxes. I incorporate all the tax issues that may crop up including wages, company stock, capital gains, options, and RMDs. I go beyond Roth vs Traditional. For problems, I help clients evaluate their past decisions and create an exit strategy if necessary. I discuss things like fees, risk exposure, and tax efficiency. If necessary, I will look at the impact of corrective actions like surrendering a whole life policy, selling loaded funds, or managing taxes related gains in taxable account.

Additional Information

Robert Persichitte, CPA, CFP®, has guided business leaders and individuals with financial and investment decisions for over eight years. He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to improve the world and help clients invest in organizations that align with their values by specializing in Environmental, Social, and Governance (ESG) stocks. Since 2017, he has been the director of the Volunteer Income Tax Assistance (VITA) Program at Metropolitan State University of Denver. He worked as a public servant for five years at the City and County of Denver and now runs his own financial planning firm.

NAPFA Start Date

April 08, 2022

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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.
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Visit Website 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.

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This Office

8538 Union Cir Arvada, CO 80005 Phone: (303) 872-7737
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