Jacob Torres
Wealth Advisor @Credit Union of Colorado
Signup · Get unlimited contacts
WORK HISTORY
Wealth Advisor @Credit Union of Colorado
Golden, CO, US
Serve Credit Union of Colorado members as a full-service wealth advisor, providing comprehensive financial planning, retirement income strategies, investment management, and insurance solutions. Specialize in working with physicians, business owners, and real estate professionals navigating complex financial decisions. Affiliated with LPL Financial, the nation\'s largest independent broker-dealer.
EDUCATION
University of Colorado Boulder
Bachelor of Science (B.S.), Finance
Università Bocconi
Bachelor of Science (B.S.), Finance, General
ABOUT JACOB TORRES
Colorado native, financial planner, and family man on a mission to build lasting financial legacies. With roots five generations deep in Colorado and years of experience helping clients navigate life’s financial turns. I serve as a Personal CFO - helping clients integrate every aspect of their financial life into a clear, coordinated strategy. New dad, community volunteer, and passionate about guiding families with empathy, clarity, and trust. I proudly serve clients through Financial Dynamics, where our mission is to provide personalized, relationship-driven financial guidance for every stage of life.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning • And moreThe best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, email me at: j••••@myfdllc.com
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.