Colby J. Valenta
401(k) Consultant • Investment Advisor • Private Wealth Manager • Business Succession Consultant • 401(k) & IRA Rollover
- Role
- President at Valenta Capital Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Colby J. Valenta
At Valenta Capital Management, we are fiduciary advisors helping families, business…
Experience
President
May 2012 — Present · Denver, CO
At Valenta Capital Management, we are fiduciary advisors helping families, business owners, and 401(k) plan sponsors create lasting financial strategies tailored to their goals.We specialize in: 401(k) Consulting – Supporting business owners, HR teams, and plan committees with full-plan oversight, fiduciary guidance, and employee education to drive participation and outcomes. Private Wealth Management – Offering personalized investment advice, retirement savings strategies, and long-term financial planning tailored to each client\'s unique goals. Retirement Income & Tax Planning – Helping clients prepare for income in retirement, navigate market volatility, and keep more of what they’ve earned through proactive tax-efficient strategies. Business Succession Planning – Supporting business owners with structured exit strategies and wealth transition plans.We combine hands-on service with deep industry knowledge to deliver results you can trust. Whether you’re managing a company retirement plan or planning your family’s future, we’re here to help you move forward with confidence.Let’s connect if you’re seeking guidance on your 401(k) plan, investment strategy, or retirement income plan.
Skills
- Financial Advisory
- Fixed Annuities
- 401k
- Wealth Management
- 401k Rollovers
- Investments
- Employee Benefits
- Retirement Planning
- Investment Advisor Representative
- Variable Annuities
- Personal Financial Planning
- Mutual Funds
- Retirement
- Iras
- Long Term Care Insurance
- Strategic Financial Planning
- Options
- Series 66
- Qualified Retirement Plans
- Life Insurance
- Reit
- Series 7
- Series 6
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