Jessica Beck
- Role
- Partner Financial Advisor at Sopris Wealth Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jessica Beck
Helping Individuals and Couples Gain Financial Clarity, Confidence, and…
Experience
Partner Financial Advisor
Aug 2019 — Present
Sopris Wealth is a female owned and operated, independent financial services firm. We offer comprehensive financial planning services in which we counsel our clients on areas like retirement, tax-advantaged investments and wealth transfer strategies. Sopris Wealth advisors also provide financial planning, income strategies, estate and inheritance planning, and many other services. Our advisors have extensive experience managing different asset types, including stocks, bonds, real estate and alternative investments. Our mission at Sopris Wealth is financial empowerment through personalized planning and education. Learn more at: & Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA & SIPC, Advisory service through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Skills
- Uniform Combined State Law
- Strategic Financial Planning
- Long Term Care Insurance
- Asset Allocation
- Retirement
- Life Insurance
- Finance
- Fixed Annuities
- Financial Advisory
- Commercial Lending
- Credit Analysis
- Financial Analysis
- Investment Advisory
- Retirement Planning
- Series 7
- Financial Planning
- Financial Risk
- Mutual Funds
- Securities
- Wealth Management
- Banking
- Investments
- Certified Financial Planner
- Small Business Lending
- Insurance
- 401k
- Credit
- Series 66
- Series 63
- Financial Services
- Health Insurance
- Mortgage Lending
- Credit Unions
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