David Seufer (CFA, CFP®)

David Seufer focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

April 21, 2023


This Office

9233 Park Meadows Dr Suite 108 Lone Tree, CO 80124 Phone: +1‪(720) 593-1629‬