Steve Zakelj, CFP® Flatirons Wealth Management
- 4450 Arapahoe Avenue Suite 100 , Boulder, CO 80303
- (720) 446-6093
- http://www.flatironswm.com
About Steve Zakelj, CFP®
If you’re looking for the typical financial guy in an expensive suit, tiny sports car, and wood-paneled office, then you’re in the wrong place. While by the age of 29 Steve Zakelj was leading the research and strategy department for a boutique Manhattan-based investment firm that catered to high and ultra high net worth clientele across the world, he walked away from that life. Instead, he chose a life focused on integrity, family, and community. That’s why he started Flatirons Wealth Management. He wanted to develop a business he could work in every day and sleep peacefully every night, knowing he had done the right thing day in and day out. A place with no sales quotas, no bonuses, no trips, and no cheesy trophies based on how much product is sold.
Steve understands hiring a financial planner or someone to manage your investments might feel like you’re taking a leap of faith. That’s why while Steve brings a wealth of experience to the table including a background in equities analysis and market strategy, his aim is to always make sure you understand what’s going on and why we’re doing what we’re doing (or not doing). That means taking time and explaining ideas and strategies in easy-to-understand ways. It also means having honest conversations and being upfront about results.
When not working, Steve enjoys spending time with his wife and two children, gardening, fishing, skiing, hiking, and camping. As a family, they volunteer with the “Yardbusters” program of Cultivate, a local non-profit that provides basic cleanup and yard maintenance services to seniors.
Whether your goals include purchasing a home, saving for college, trying to save on taxes, planning for retirement, or planning your estate, Flatirons Wealth Management is here to help and offers free consultations. Together, we can meet at our office, your home, a restaurant or bar, or the trail to develop a financial plan that removes stress and makes you confident about your financial future.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Business Owners
- Family Financial Planning
- Technology Professionals
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $179+/qtr
- Hourly Fee: $240+/hr
- Flat Fee:$1,800+/engagement
- AUM: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
