David Bear:
CFP®, ChSNC®, CAP®, AEP®,
Financial Planner, Managing Partner
- Co-Founded Envision Financial Partners in 2020
- Started career in Financial Services in 2009
- CERTIFIED FINANCIAL PLANNER™ The certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards
- Chartered Special Needs Consultant (ChSNC®) designation provides the skills to help parents and caregivers in special needs situations plan for immediate and long-term considerations
- Chartered Advisor in Philanthropy (CAP®) designation focusing on strategies for philanthropic planning to advise clients on charitable giving or guide charitable organizations in their fundraising efforts
- Accredited Estate Planning (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
- National Association of Estate Planners and Councils (NAEPC®) member since 2020
- Denver Estate Planning Council (DEPC) member since 2020
- Academy of Special Needs Planners member since 2023
- FINRA Registered Representative (Series 6, 7, 63, and 65)
- Colorado resident since 1989; Greenwood Village, CO since 1996
- David and his wife love the outdoors–skiing, 14’ers, and gardening–home renovations, cooking, traveling, and adventures. In addition, they love spending time with friends and family, especially playing the game of Bridge.
David Bear:
CFP®, ChSNC®, CAP®, AEP®,
Financial Planner, Managing Partner
Direct Dial: (720) 762-5442
- Co-Founded Envision Financial Partners in 2020
- Started career in Financial Services in 2009
- CERTIFIED FINANCIAL PLANNER™ The certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards
- Chartered Special Needs Consultant (ChSNC®) designation provides the skills to help parents and caregivers in special needs situations plan for immediate and long-term considerations
- Chartered Advisor in Philanthropy (CAP®) designation focusing on strategies for philanthropic planning to advise clients on charitable giving or guide charitable organizations in their fundraising efforts
- Accredited Estate Planning (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
- National Association of Estate Planners and Councils (NAEPC®) member since 2020
- Denver Estate Planning Council (DEPC) member since 2020
- Academy of Special Needs Planners member since 2023
- FINRA Registered Representative (Series 6, 7, 63, and 65)
- Colorado resident since 1989; Greenwood Village, CO since 1996
- David and his wife love the outdoors–skiing, 14’ers, and gardening–home renovations, cooking, traveling, and adventures. In addition, they love spending time with friends and family, especially playing the game of Bridge.
