Eric Amzalag, CFP®

About Eric Amzalag, CFP®

Eric Amzalag is a Woodland Hills, CA fee-only financial planner and owner and founder of Peak Financial Planning.

Hi – I’m Eric Amzalag, founder of Peak Financial Planning. While studying Economics and Accounting at University of California, Santa Barbara, I knew I wanted a career of service to others. I didn’t know what form that would take and began my search.

I walked several paths including real estate brokerage, marketing, and the family business but none of them scratched the itch that I had to be a facilitator and educator.

I began apprenticing as a formal financial planner and investment advisor at Ameriprise Financial. The experience did not last long – I had a conflict of values with the incentive model of appearing to provide financial advice when in actuality trying to sell insurance policies.

I decided to leave the brokerage and insurance world to launch Peak Financial Planning.

I have completed the Certified Financial Planner coursework and am in the process of completing the RICP coursework. I look forward to providing value and being of service to you and your household.

Karen Ogden, CFP®, MBA

About Karen Ogden, CFP®, MBA, Graduate Certificate in Sustainability

I am a financial services and capital markets professional with 30 years of experience ranging across the public, private and non-profit sectors. My experience includes economic data analysis; financial product development and education; business management; human resources; regulatory compliance; and most recently financial planning and investing.

Starting out on the floor of the Chicago Board of Trade, I had the good fortune to expand my career at the Federal Reserve Bank of Chicago, Bank of America, Amherst-Pierpont Securities, Guggenheim Partners, and Purkiss Capital Advisors.

While at Bank of America, I was asked to pilot an innovative role that connected the institutional commodities trading desk with the environmental initiatives of the overall bank. It was eye opening and fascinating to see how the private sector and global capital markets can play a proactive role in addressing some of the challenges that face our society today. To further my education on sustainability issues, I completed a 5-course graduate certificate in Sustainability through Harvard University’s Extension School in 2015.

As my career evolved, I came to realize that working with individual investors and helping them realize critical financial goals was something that would bring me a great deal of satisfaction. In fact, having done the same for my own and my extended family, I know firsthand how important it is to make, revisit, and stick with a financial plan – even (maybe especially) when things get difficult. To help refine my education in personal financial management, I enrolled in Boston University’s CPE 7-course curriculum in Financial Planning. Completing the coursework in 2021, I passed the CFP® exam in November of 2021 and completed experience requirements in March of 2022. Joining James Osborn as a Partner with Envest in 2022 meant combining two of my passions into one role. That was an easy decision to make.

Having worked with clients at many levels of financial readiness, I know the value that an objective and knowledgeable planning partner can bring to the difficult and ever-evolving financial planning process. I am excited to help clients with financial planning as well as values-driven investment strategies. I also volunteer with Savvy Ladies as help line resource providing free financial coaching to women on their financial journey.

I am a graduate of Boston College with a B.S. in Finance and the University of Chicago Booth School of Business where I earned an MBA. I was an elected member of the Board of Finance of the town of Ridgefield, CT prior to moving out of state to Vermont, where I currently live in Dorset with my husband in our recent role of empty nesters.

Rick Raybin, CFP®

About Rick Raybin, CFP®

Rick Raybin, CFP helps individuals and families properly plan to achieve their financial goals and dreams. With his assistance, clients are able to “do more.” Rick uses his education and noteworthy professional experience to bring informed insight, valuable ideas and reliable guidance to each situation.
http://lifetimecapitalgroup.com/
Earlier in his career, Rick was a CPA with Coopers & Lybrand and the CFO of Rosenberg Real Estate Equity Funds (RREEF), a nationally recognized real estate investment manager. While at RREEF, Rick was a co-founder of an industry consortium, the National Council of Real Estate Investment Fiduciaries (NCREIF), which is a major provider of real estate-related indices. His educational credentials include a Bachelor of Arts degree in Economics from Bowdoin College and an MBA from Columbia University’s Graduate School of Business with a specialization in finance and accounting.

In 2006, Rick founded Lifetime Capital Group, a boutique financial services firm. His driving philosophy is that the better he gets to know his clients the better he is able to help them live the life they desire. What sets Rick apart is his creative approach to tailoring financial strategies that work for his clients.

Rick authored the book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It, in 2017. It walks the reader through an evidence-based approach to investing and how an investor can follow this approach on their own or find an advisor to help them.

Libby McKay, CFP®

About Libby McKay, CFP®

A researcher at heart, Libby serves clients well when there are complex issues at hand that require the digging into details. The uniqueness of each client’s situation and story is what keeps the job so invigorating to Libby. She enjoys getting to know her clients one-on-one as she works with them through the financial planning process. Whether it’s with young folks just getting started or career veterans nearing retirement, there is nothing more rewarding to Libby than hearing from clients that her work has improved their outlook on their future.

Jessi Dolmage, CFP®

About Jessi Dolmage, CFP®

PFA serves clients of all ages and situations with the expectation of working with you for a lifetime. After all, life continually presents new challenges and opportunities – from starting a family and changing jobs to handling inheritance and transitioning into retirement. PFA financial advisors work as a team to learn your unique situation and guide you down a path tailored to you. Our goal is for you to reach yours through a painless, accessible process that’s proactive and personalized.

We offer both Financial Planning + Asset Management or stand-alone Financial Planning at sliding-scale fees.

PFA is also the independent planning group providing the most TIAA retirement plan participants with asset management in New England, so we know the ins and outs of the education sector. We can help you understand TIAA, Fidelity, and other plans and products thoroughly.

As Fee-Only Fiduciary Advisors, PFA does not receive or accept compensation from any source other than our clients. Our investment and planning decisions are only motivated by your best interests and goals.

Scott Grissom, CFP®

About Scott Grissom, CFP®

Fee-only Financial Advice for Professors and Others

As a long-time college professor, I teach fellow professors how to graduate from academic freedom to financial freedom. I help professors early in their careers develop a successful financial plan and help seasoned professors adjust their plans as retirement approaches.

As a professor, I prepare for the first day of class. As a financial advisor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a financial advisor, I help professors develop a financial plan to achieve their life goals.

Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests.

My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank (a ceramic pig that I still have) and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals!

Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Jefferson Rotherham, CFP®, MSFP

About Jefferson Rotherham, CFP®, MSFP

Orion Capital Management is honored and humbled to have been voted Best of Coronado Island 2022 for the Investment Management/Financial Advisor category!

My goal as a financial planner is to help give clients the freedom to live their best life. I am passionate about helping clients reach their goals through clear financial plans and tax-efficient retirement strategies that take the stress and worry out of investment management. Over the course of my career, I have developed and monitored hundreds of financial plans for clients in a wide range of circumstances.

I am a veteran of the U.S. Navy and work well with retired military clients, particularly those embarking on a new career or entrepreneurial venture as I understand the complexities of military life and retirement. I also work well with business owners looking for clear solutions and well-structured tax and retirement strategies to simplify their financial lives.

Prior to embarking on a career in financial planning, I served in the U.S. Navy for 20 years as a Master Explosive Ordnance Disposal (EOD) Technician/Special Operations Operator. I spent the majority of my Navy career in Special Operations, training and leading advanced EOD operational elements and teams.

I hold a Master of Science degree in Advanced Financial Planning from Golden Gate University in San Francisco, CA and earned a Bachelor of Science degree in Workforce Education and Development from Southern Illinois University.

I live in Coronado, California, with my wife Sarah and our three children. I am a regular volunteer at Coronado schools and various athletic activities. I am an active supporter of the EOD Warrior Foundation and the Naval Special Warfare Family Foundation. In my free time, I enjoy time with family and friends, travel, wine tasting and Brazilian Jiu-Jitsu.

Read Jefferson’s blog here: https://www.orioncapitalmgmt.com/articles/

Paul Staib, CFP®, RICP

About Paul Staib, CFP®, RICP, MBA

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC.

Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services to help clients achieve their personal financial goals. Our financial advisors are Fee-Only, independent professionals that you can trust to offer unbiased advice in your best interest.

Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually.

My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers.

Whether you’re a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

Tommy Lopez, CFP®, CRPC®

About Tommy Lopez, CFP®, CRPC®

Welcome to Coffeehouse Capital!

I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch.

As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population.

With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners.

I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM

I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology.

Areas of experience include:

529 College Education Planning

Assessing and analyzing current financial and life goals

Asset allocation review, education and strategies

Cash flow and retirement planning

Creating and managing GOALs based financial plans

Creating and managing GOALs based investment portfolios

Digital asset education

Investment education

Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.)

Loss of loved ones

Ongoing financial plan and investment monitoring

Organizing for Financial wellness

Reviewing and managing 401(k), 457 (b)s and traditional retirement plans

It all starts with a conversation, let’s connect!

Dustin Suttle, CFP®, MBA

About Dustin Suttle, CFP®, MBA, CRPC®, AAMS®

Hi there! My name is Dustin, and I’m on a mission to make financial services accessible to as many people as possible.

When I joined this industry over 20 years ago, I was struck by how much people were forced to pay for investing and planning services. I know firsthand how transformative financial guidance can be, but I also watched as countless individuals and businesses were overcharged, hurting their ability to reach their goals in the long run.

I held firmly to my belief that low-cost financial planning would fill a critical need in the industry, so I built it myself. Suttle Crossland Wealth Advisors was born, and the rest is history!

Today, I devote my career to helping clients from all walks of life meet their financial goals. As a Certified Financial Planner™, Accredited Asset Management Specialist®, and Chartered Retirement Planning Counselor® with an MBA, I’m well positioned to guide clients through countless financial journeys and transitions. I treasure each client relationship, learning where my clients would like to go and how we can work together to make their dreams a reality.

Regardless of your specific situation, my goal is to provide you with the peace of mind to pursue and achieve your desired results. Life doesn’t always go as planned (in fact, it usually doesn’t!), and having a solid financial plan gives you a safety net for life’s many surprises. Together, we’ll prepare you for the road ahead–whatever it may bring.

My specific areas of expertise include portfolio construction, retirement planning, risk minimization, life transition events (career change, retirement, etc.), tax strategies, business ownership, and financial planning. I offer ongoing portfolio management and one-time financial plans depending on your unique needs and goals.

Outside of the finance world, I enjoy spending quality time with my fiancé, family, and friends. I’m also a proud member of the Phoenix Men’s Arts Council. In my spare time, you’ll often find me camping, hiking, volunteering in my community, or learning something new in a great book.

I welcome the opportunity to discuss your financial goals and how I can help you reach them. Let’s start a new chapter in your financial story!