Rosemary Reed, CFP<sup>&reg;</sup> - Financial Advisor

Rosemary Reed, CFP®

CFA

President

Delta Financial Group

PO Box 639
Fraser, CO 80442
(970) 318-6644

General

Rosemary Reed is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Delta Financial Group in Fraser, CO and the surrounding communities.

Financial Advisor Experience

With more than 30 years of experience, my mission is to provide financial peace of mind, through planning, investment and consulting services to individuals and families, business owners, corporations and non-profit organizations. I obtained the CERTIFIED FINANCIAL PLANNER® designation in 1990, graduated with a M.S. degree in finance in 1993, and hold the Chartered Financial Analyst designation (1997). I am a member of the CFA Society of Colorado and the FPA Colorado Chapter.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Nontraditional Households, Women's Finances

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