Gina Varra
President, Varra Financial
- Role
- Owner at Varra Financial
- Location
- Louisville, CO, US
- LinkedIn followers
- 500 followers
About Gina Varra
As an LPL Financial Advisor and Owner of Varra Financial, I have extensive experience in assisting families and small business owners with developing and executing retirement and investment plans. I believe in maintaining long term relationships and providing my clients with knowledge and understanding as I work with them to formulate a strategy that reflects their life, goals and personal legacy.Focusing on:401(k) Rollover optionsRetirement Planning for Individuals and FamiliesSmall Business Retirement PlansInheritanceWealth and Investment Management Investment Advisor Representatives (IARs) may not accept or post recommendations theyreceive. The SEC & FINRA prohibit advisors from displaying recommendations on a LinkedIn profile. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services offered through Varra Wealth Management, LLC, a registered investment advisor. Varra Wealth Management, LLC, and LPL Financial are separate entities. Check the background of this firm on FINRA’s BrokerCheck. party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Owner
Jan 2002 — Present
Financial Advisor assisting with retirement planning, small business retirement plans, 401K rollover options, inheritance and estate planning.FINRA Series 6, 7, 63 and 65 registrations held through LPL FinancialColorado Licenses for Life, Health, and Long Term Care InsuranceSecurities licensed in Colorado and in CA, FL, MA, OR, TX, and VA.
Education
The American College of Financial Services
Life Underwriter Training Council Fellow (LUTCF)
2002 — 2005
Front Range Community College
Estate Planning
Universidad de Salamanca
Spanish Cultural Studies
Skills
- Iras
- Life Insurance
- Leadership
- Investments
- Insurance
- Social Security
- Wealth
- Financial Services
- Long Term Care Insurance
- Retirement Planning
- 401k Rollovers
- Wealth Management Services
- Term Life Insurance
- Estate Planning
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Customer Service
- Small Business
- Long-Term Care
- 401k
- Disability Insurance
- Financial Planning
- Fixed Annuities
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