Grace  Wellwerts,  CFP<sup>&reg;</sup> - Financial Advisor

Grace Wellwerts, CFP®

MS, CLU, CIMA®

President

Segue Planning, LLC

48 E Beaver Creek Blvd, #206
Avon, CO 81620
(970) 949-9281

General

Grace Wellwerts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Segue Planning, LLC in Avon, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CLU, MS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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