Randy L. Halfpop,  CFP<sup>&reg;</sup> - Financial Advisor

Randy L. Halfpop, CFP®

Owner, The Compass Wealth Group

Raymond James Financial Services

204 Maple St, Unit 104
Fort Collins, CO 80521-2077
FINANCIAL ADVISOR'S WEBSITE
(970) 305-8570 CONNECT WITH Randy
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General

Randy Halfpop is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services in Fort Collins, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc.  Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
The Compass Wealth Group is not a registered broker dealer and is independent of Raymond James Financial Services.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Special Needs

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