James Pasztor (CFP®, CMFC, MS)

James Pasztor focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Depending on a client's situation either retainer services or hourly as-needed services are offered.

Additional Information

Have earned a Master of Science (M.S.) in Personal Financial Planning (2005) and a Master of Science in Finance (M.S.F.)with a concentration in Financial Analysis (2010). Currently Chair of the Graduate Degree Programs at the College for Financial Planning, Greenwood Village, CO.

NAPFA Start Date

February 09, 2005

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This Office

6417 S Oak Hill Cir Aurora, CO 80016-2493 Phone: (303) 990-3883