Amy King
Founder and Senior Wealth Advisor at 29 11 Financial Planning Llc
Based in Denver, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
2
Contact information
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a•••••••@2911financialplanning.com
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Background
About Amy King
I am a CERTIFIED FINANCIAL PLANNER™ Practitioner. What this means for my clients is that I abide by the highest educational and ethical standards. I have a passion for empowering people to live financially stress-free lives. With over 20 years' experience in all aspects of the financial services industry, including banking, lending, insurance and investments, I want to support and teach clients that they can be financially independent. I specialize in helping women entrepreneurs and divorced/widowed women. I also have a unique program to help millennials and genZ’s get started on the right financial path to freedom. Background I started my career at 14 years of age at American Family Insurance making cold calls for insurance quotes and worked my way up to being the youngest senior investment advisor at Banc One Securities before age 26. After taking a break from corporate life to raise my 3 amazing children, I have been honing my skills in financial planning and investment management. I am a CERTIFIED FINANCIAL PLANNER™ professional and in the last 12 years have worked with LPL Financial and Bessemer Trust NA, where I managed client relationships from $1mil to $25mil. Passions I am an avid outdoor enthusiast. In the summer you will find me, and my dog Cosmo, camping alongside a lake or river almost every weekend. I love being able to cook dinner for my friends and family, especially my 3 children ages 20, 22 and 24. I am an Up With People alumni and have travelled to over 30 states and 10 countries, but I am passionate about all things Colorado – even the Broncos – as I am an Arvada native! 29:11 Financial Planning LLC Arvada Office | 5690 Webster St. Suite 100 | Arvada, CO Phone: 720.242.8612 2911financialplanning.com Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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