Financial Analyst Jobs Evergreen CO

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Jon Moore
Moore Financial Group
(303) 225-8400
8081 Shaffer Pkwy
Littleton, CO
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners
NAPFA Registered Financial Advisor, CFP®

M. Shannon Lunsford
Lunsford Financial Planning, Inc.
(303) 666-6442
2 West Dry Creek Circle
Littleton, CO
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, College/Education Planning, Middle Income Client Needs
NAPFA Registered Financial Advisor, BSEE, CFP®, EA

Robert Zimberg
Financial Mountain Inc.
(303) 442-4390
5335 West 48th Avenue, Suite 100
Denver, CO
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Special Needs Planning
NAPFA Registered Financial Advisor, CCPS, CFP®

Mr. John P. Thompson, CFP®
(303) 670-3810
28124 War Admiral Trl
Evergreen, CO

Data Provided By:
Mr. William J. Bedell, CFP®
(303) 670-7995
228 Kings Rd
William J Bedell, PC

Data Provided By:
Sal Miceli
Miceli Financial Planning
(303) 948-5789
10 Partridge Lane
Littleton, CO
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
NAPFA Registered Financial Advisor, CFP®, MS

Paul Staib
Staib Financial Planning, LLC
2 West Dry Creek Circle
Littleton, CO
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mrs. Mary Debaets, CFP®
(303) 679-6301
1202 Bergen Pkwy Ste 201
Evergreen, CO
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Planning, LGBT Individuals and Couples, Life Transitions, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Derek J. Richards, CFP®
(303) 679-4908
P.O. Box 2407
Evergreen, CO
Evergreen Financial Planning Services, LLC

Data Provided By:
Mr. Mark Elliott Siegel, CFP®
(303) 674-1444
PO Box 1629
Evergreen, CO
Siegel & Assocites CPAs, LLC

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Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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