Madeline Barconi
- Role
- Partner, Head of Financial Planning & Sustainable Investing Chair at Breakwater Capital Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Madeline Barconi
My goal is to help others meet their definition of financial wellness that will keep them…
Experience
Partner, Head of Financial Planning & Sustainable Investing Chair
Nov 2022 — Present
Breakwater exists to explore our clients why and make sure they feel comfortable and confident about how that correlates to their relationship with money. We provide a holistic, authentic and empowering experience so that our clients can achieve their goals today and in the future. As the head of financial planning I am: Responsible for providing organizational vision, leadership and strategy to support our financial planning experience Reviewing, analyzing and delivering financial planning reports to clients in the areas of cash flow, taxes, pensions, insurance, social security, retirement projections and general financial planning Offering specialized services in the area of divorce including understanding and valuing personal VS marital property, retirement plans and pensions, spousal and child support, splitting assets fairly and equitably while addressing tax problems and making sure clients understand the financial impacts of their proposed settlements Establishing and developing strong relationships with clients to ensure a deep understanding of their unique situations
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