Javier Tafoya

About Javier Tafoya

I work to create financial strategies through a combination of experience, knowledge and a focus on building lasting relationships with my clients. Explaining complex issues in clear language is how I help people feel comfortable with the strategies they choose for retirement. My business career began in 2003, and for 21 years I developed my experience and leadership skills while launching businesses and consulting for a diverse range of organizations, including startups, oil and gas companies, and Fortune 500 companies. In 2014, I became a retirement planning specialist to help people pursue financial independence.I received a bachelor’s degree and an MBA, with an emphasis in accounting and finance, from Regis University and most recently received a Certificate in Retirement Planning from the Wharton School’s Executive Studies Program. I have passed the Series 7, 24 and 66 securities exams. In 2020, ColoradoBiz recognized my work in business and the community by naming me one of the 50 most influential young professionals from across all industries in Colorado.Away from the office, I serve on the board of the Mile High 360, which helps by providing first-generation college bound students with after-school, weekend and summer access to essential out-of-school resources. I am also dedicated to local wildlife, these efforts helped to conserve more than acres of Colorado land.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through InvestmentAdvisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge Investment Research, Inc. and Axiom Wealth Alliance are separate entities. 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.

Experience

1. Founding Partner

   Axiom Wealth Alliance

   Aug 2022 — Present · Denver, CO, US

   My goal is to deliver sound financial, investment and protection strategies that are designed to help you take control of your future.

Education

• The Wharton School

  Executive Studies Program, Retirement Planning Specialist

  2017 — 2017

• Regis University

  Master of Business Administration (M.B.A.), Finance

  2012 — 2014

• Regis University

  Bachelor of Science (B.S.), Finance

Skills

• Retirement Planning
• Risk Management
• Estate Planning
• Financial Planning
• Wealth Management
• Executive Benefit Strategies
• Estate Planning
• Investment Advisory Services