Emily Lucero

I help values-driven women in growing and protecting wealth, achieving financial\\nfreedom, and retiring well, to maximize retirement income without sacrificing lifestyle through our 3-step process.

Role: Advisor at Colorado Capital Management
Location: Boulder, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Advisor
Colorado Capital Management
Mar 2023 — Present · Boulder, CO, US

Education

College for Financial Planning
Financial Planning, CFP® Course Work
2018 — 2020
University of Colorado Boulder
Bachelor of Science (BS), Finance

Contact information

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Work email
•••••@coloradocap.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••97

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Current company

Colorado Capital Management

Investment Management · 13 employees · Founded 2000 · Boulder, Colorado, United States

Colorado Capital Management Inc.(CCM) is a Boulder based wealth advisor providing independent fee-only financial planning and portfolio management for high net worth investors. CCM was founded in and provides additional expertise and access to impact/socially focused investment opportunities, both in the private and public sector. CCM is a Certified B Corp, having met the rigorous standards of social and environmental performance, accountability and transparency. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. I am not responsible for any third party content, services, products or information. NOTICE: As a SEC registered investment advisory firm, CCM is restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgements, but LinkedIn recommendations/endorsements are viewed as a testimonial by the SEC so we ask that you do not provide any recommendations or endorsements.

coloradocap.com

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Experience

Advisor

Education

College for Financial Planning

University of Colorado Boulder

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