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Conklin Financial Planning
Conklin Financial Planning is a fee-only financial planner and coach serving clients in the Denver area and virtually across the country. The firm...
Overview
Conklin Financial Planning is a fee-only financial planner and coach serving clients in the Denver area and virtually across the country. The firm specializes in retirement planning and coaching and does not manage assets, instead offering independent guidance on an hourly or project basis. It is based in Thornton, CO, registered in Colorado and California, and operates as a fiduciary practice.
General information
Firm type
RIA
Location
Country
Unknown
City
Unknown
Corporate office
Unknown
Principals
Sheri Conklin
founder and Certified Financial Planner (CFP®)
Sector focus
Frequently asked questions
Is Conklin Financial Planning a fiduciary?
As a registered investment advisor (RIA), Conklin Financial Planning is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means the firm must put client interests ahead of its own.
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