MISSION STATEMENT - To provide clients with a clear path toward their financial goals through the use of effective communication, comprehensive Risk Management Strategies and efficient Asset Accumulation Plans within a delivery system that exceeds expectations for service.
Specializing in the design, implementation and coordination of financial plans that help clients gain control over their financial futures.
SERVICES OFFERED
Personal Planning:
- Financial Security Planning
- Wealth Accumulation Strategies
- Estate/Tax Planning
- Income Continuation Planning
- College Funding Planning
*Financial Planning offered through LPL Financial, A Registered Investment Advisor
Business Planning:
- Succession/Exit Planning
- Continuation Planning
- Key Person Planning
- Tax Qualified Retirement Plans
- Core Employee Benefit Strategies
EDUCATIONAL ACHIEVEMENTS
- Chartered Financial Consultant, American College - Bryn Mawr, PA, February 2009
- CERTIFIED FINANCIAL PLANNER™, CFP® Board of Standards - Denver, CO, 2000
- Chartered Life Underwriter, American College - Bryn Mawr, PA, 1999
- Master’s Degree, Marketing, Graduate School of Business - CU Denver, 1992
PERSONAL
- Born in New York City
- Raised in Honolulu, Hawaii
- Resident of Jefferson County, Colorado since 1982 with wife, Jamie, and daughters, Kendall Marie and Allison Rae
- Avid skier, mountain climber, gardener, and reader
ASSOCIATIONS & AFFILIATIONS
- Board of Elders, Bethlehem Lutheran Church - Lakewood, CO, 1996 - current
FINANCIAL DYNAMICS, LLC
440 Indiana Street | Golden, Colorado 80401
PO Box 260666 | Lakewood, CO 80226
Office: 303.942.1717 | Fax: 303.942.1718 | Toll-Free: 888.867.2834
Email: christopher.bruhl@lpl.com
www.myfinancialdynamics.com
Financial Dynamics is a separate entity from LPL Financial.