Seth Thompson (CFP®, ChFC®, MBA, RICP®)

Seth Thompson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

November 02, 2022


This Office

1492 Broadway Street STE 314C Boulder, CO 80020 Phone: (720) 734-9818