Greg Lessard, CFP^®

Aspen Leaf Wealth Management, PBC

14143 Denver West Pkwy, Ste 100
Golden, CO 80401

FINANCIAL ADVISOR'S WEBSITE

www.aspenleafllc.com

(720) 593-4660

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We don't accept any commissions, kickbacks, 12b-1 mutual fund fees, or referral fees. Our "fee-only" compensation structure minimizes conflicts of interest all too pervasive in the financial services industry.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Greg Lessard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspen Leaf Wealth Management, PBC in Golden, CO and the surrounding communities.

Financial Advisor Overview

Our specialty is Sustainable & Responsible Investing (SRI). Our model and custom strategies go beyond traditional money management by incorporating a client's environmental & social values. In addition, most of our clients follow our financial planning recommendations to stay organized and on track.

Financial Advisor Experience

Started my career in 2003. Worked for an insurance company and then a conventional brokerage. Since late 2012, I've owned my own financial planning & investment advisory practice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Chartered Retirement Planning Counselor (CRPC)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

n/a

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households