Our Qualifications

Dennis Cirbo, Investment Advisor Representative, CLU^®, ChFC^®, LACP^® has been working with individuals and businesses in the Denver area for over 41 years, providing clients experience in Investments, Insurance and Estate Planning. Dennis' goal is to take the complexity out of Retirement Planning. He has assisted his clients in all aspects of business and personal financial planning. His experience and knowledge of Business Continuity and Estate Planning, Employee Benefit Planning, Employer Sponsored Retirement; 401K, Simple IRA's, 403B, Group Insurance, Tax and Retirement Planning along with his Securities License, help round out his experience.

Personal: Dennis is a native of Colorado, he attended the University of Colorado at Boulder majoring in Business and Finance and played 4 years of Division I Baseball. He was drafted by the St. Louis Cardinals and played 3 years of Minor League Pro Baseball before entering into the Insurance and Financial Services Industry in 1980. He is married to Sandy, they have two grown children, Nicholas (married to Julia), and Brittany (married to Roni).

Associations:

DALU Denver Association of Life Underwriters

NALU National Association of Life Underwriters

FPA Financial Planning Association

NAIFA National Association of Insurance and Financial Advisors

Our firm does not offer tax or legal advice.  Consult your tax or legal advisor regarding your situation.