Marc Jimenez (CFA, CFP®)

Marc Jimenez focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

Many of our clients require holistic fiancial planning to better manage risk and reduce concentrated wealth issues. For example, many hold concentrated company stock, an illiquid business equity position, or have yet not established a tax-efficient withdrawal strategy for retirement. As a result, we help our clients make smart decisions in order to reduce taxes and provide a better way to protect their financial health.  

Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. We focus on engaging the needs of our clients to increase the quality of their life. Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.

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Additional Information

For fun Marc enjoys all-things outdoors in Colorado and watching college football. He is also heavily involved in the Colorado chess community. As a longtime member of the USCF, and having competed and coached himself for over 35 years, Marc continues to volunteer, participate, and support the growth of chess in the Denver Metro Area for children of all ages. He also launched, Clocks for Kids, benefiting Colorado’s scholastic chess players and to support, promote, and foster development across our local youth.


NAPFA Start Date

December 16, 2014

This Office

20625 Amberfield Dr. Land O Lakes, FL 34638 Phone: (844) 247-0787

Other Offices

5540 N. Lamar Blvd. #11 Austin, TX 78756 Phone: (720) 575-7775
387 N Corona St Ste 538 Denver, CO 80218 Phone: (720) 575-7775