Steve Zakelj, CFP® Flatirons Wealth Management

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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. Steve currently does not serve on any boards because that’s where people trying to “make connections” hang out and because he fears he might have to go to fancy (and boring) banquets. Instead, he enjoys participating in the actual fieldwork.

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.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Family Financial Planning
  • Technology Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly: $150/hr
  • Flat Fee:$1200/individual, $1800 couple
  • AUM: negotiable

SEC Records

States Registered

  • Colorado
  • Texas

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