Greg  Lessard,  CFP<sup>&reg;</sup> - Financial Advisor

Greg Lessard, CFP®

Aspen Leaf Wealth Management, PBC

14143 Denver West Pkwy, Ste 100
Golden, CO 80401
FINANCIAL ADVISOR'S WEBSITE
(720) 593-4660

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 tax smart financial planning and portfolio design. We offer low cost, ESG screened portfolios to help investors achieve their financial, environmental, and social goals.

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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

65

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

n/a

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources