Jeff Brainard (CFP®, CFS®)

Jeff Brainard focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Hourly
  • Insurance Related Issues

Planning Specialties

Comprehensive Financial Planning

Financial Planning for college-bound families

Late-stage college funding solutions

Investments and Portfolio Management

Cash flow and budgeting

Additional Information

Jeff started his career in finance working for an upstart mutual fund firm in Denver called ALPS Portfolio Solutions in 1999.  ALPS is a pioneer in creating investment products in alternative asset classes and was a major force in the popularization of the Exchange Traded Fund, or ETF.

Working with ETFs gave Jeff the amazing opportunity to work with some of the largest investment management firms in the world, including State Street Global Advisors, Deutsche Bank, and New York Life's Mainstay Investments.  He traveled the country for over 10 years educating financial advisors and institutions on building investment portfolios using ETFs until late 2016, when he began laying the foundation for Columbine Wealth Planning. 

Jeff earned a Certified Fund Specialist (CFS) designation in 2001, followed by becoming a Certified Financial Planner (CFP®) in 2010.  He is also accredited with a certificate in the Fundamentals of Alternative Investments.  He is a graduate of the University of Colorado's Leeds School of Business in Boulder, Colorado.

A staunch believer in using ETFs and low-cost index funds for client investments, his mission is to keep overall costs low and fee friction to a minimum.  He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals.  He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it. Most of the other things will require some help.

Jeff is a native of the Denver area and has been married to his wife, Christa, for 16 years.  They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance.

NAPFA Start Date

January 02, 2018

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This Office

1515 Wynkoop St Ste 360 Denver, CO 80202-1718 Phone: (720) 598-8818