Andrea L. Blackwelder

About Andrea L. Blackwelder

My passion is simple: to bring financial empowerment, understanding, and peace-of mind to…

Experience

1. Independent Advisor Specializing in Retirement Planning and Investing, Company Founder and Owner

   Wisdom Wealth Strategies

   Feb 2010 — Present · Denver, CO, US

   I’m surrounded by the positive energy generated by smart, hard-working people making good decisions for the betterment of themselves, their family, their kids, and their communities. The people who gravitate to my financial planning process are looking for more than a stock tip, more than a new investment allocation, and more than a new product. They’re looking for a partner. They’re looking for someone who will help carry the burden of making important financial decisions. They’re looking for someone to lean on when the going gets tough, someone to share their heavy load, and someone to do the worrying along with them. They’re looking for another set of eyes on their plan, another set of ears to the ground, and another good brain to help guide their financial decision making. They’re looking for someone who will be there through the good times and bad times.Here’s how it works: I take your complex financial planning conundrum and I examine it from every angle. I mull it over. I sketch it out. I run it through financial planning software and mathematical stress tests. I kick it back and forth. I ask you more questions. I consult with other financial professionals, and then I reach a conclusion about what the best options and financial strategies are to make sure we get you where you need to go. Then, I present a plan that resonates with you, that you can fully understand, and that you’re driven to embrace. Why? Because it’s all about you. It’s your plan. I’ve simply taken what was unwieldy and complex and turned it into something simple and manageable.

Education

• The American College

  Chartered Financial Consultant

  2011 — 2012

• Roanoke College

  Bachelor of Business Administration

• Metropolitan State College of Denver

  Certified Financial Planner®

  2008 — 2009

Skills

• Finance
• Wealth Management
• Asset Allocation
• Mutual Funds
• 401k
• Investment Management
• Retirement
• Strategic Financial Planning
• Wealth
• Asset Management
• Insurance
• Iras
• Investment Advisory
• Wealth Management Services
• Investments
• Certified Financial Planner
• Personal Finance
• Financial Advisory
• Investment Strategies
• Alternative Investments
• Retirement Planning
• Securities
• Estate Planning
• Asset Managment