Andrea L. Blackwelder, CFP<sup>&reg;</sup> - Financial Advisor

Andrea L. Blackwelder, CFP®

ChFC®

President

Wisdom Wealth Strategies

7400 E. Orchard Rd., Suite 130S
Greenwood Village, CO 80111
FINANCIAL ADVISOR'S WEBSITE
(303) 270-9146 CONNECT WITH Andrea
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General

Andrea Blackwelder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wisdom Wealth Strategies in Greenwood Village, CO and the surrounding communities.

Financial Advisor Overview

Here’s how it works: I take your complex financial planning conundrum and I examine it from every angle. I mull it over. I sketch it out. I run it through financial planning software and mathematical stress tests. I kick it back and forth. I ask you more questions. I consult with other financial professionals, and then I reach a conclusion about what the best options and financial strategies are to make sure we get you where you need to go. Then, I present a plan that resonates with you, that you can fully understand, and that you’re driven to embrace. Why? Because it’s all about you. It’s your plan. I’ve simply taken what was unwieldy and complex and turned it into something simple and manageable. Together, we build something that provides a living framework and a well-lit path toward what’s most important to you. No more guessing, no more hoping, no more wishing...just good, solid planning with you front and center. Areas of expertise: retirement planning, tax strategies, investment planning and management, college planning, comprehensive financial planning, and life insurance strategies. Learn more about me and my work at www.AndreaBlackwelder.com and www.WisdomWS.com

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Financial Advisor Experience

I’m surrounded by the positive energy generated by smart, hard-working people making good decisions for the betterment of themselves, their family, their kids, and their communities. The people who gravitate to my financial planning process are looking for more than a stock tip, more than a new investment allocation, and more than a new product. They’re looking for a partner. They’re looking for someone who will help carry the burden of making important financial decisions. They’re looking for someone to lean on when the going gets tough, someone to share their heavy load, and someone to do the worrying along with them. They’re looking for another set of eyes on their plan, another set of ears to the ground, and another good brain to help guide their financial decision making. They’re looking for someone who will be there through the good times and bad times. My clients need a sophisticated financial plan that meets their long-term goals, but can be broken down into simple activities that are easy to execute. It’s a bit like training to climb a mountain. With each workout, with each sacrifice, with each good decision, you move one step closer to the summit. After all, isn’t that what financial planning is all about for most of us? We embark on a journey to achieve our goal, but the goal is often so far away or so large that our approach must be at times incremental, methodical, calculated, and dedicated. As I see it, my role in your financial journey is multi-faceted. I’m your cheering squad, your team captain, your coach, and your research assistant! Learn more about me and my work at www.AndreaBlackwelder.com and www.WisdomWS.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities: Colorado
  • Variable annuities: Colorado

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

"Wisdom Wealth Strategies, LLC is a registered investment advisor offering advisory services in the states of Colorado and California and in other jurisdictions where exempted."

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources