|
Who We Are
Professional Qualifications
How Did ElderAdo Financial
Originate?
Advisor FAQ
Registered
Investment Advisor
Jim Elder, CFS
Janet Elder, CSA
It takes teamwork to accomplish
your goals.
Married for over 20 years the
partnership of Jim and Janet team together with their clients to
achieve their financial goals.
They are financial planners and
investment advisors who are committed to their clients. They
have assisted hundreds of people in planning their personal
finances with their common sense approach to money management.
Over the past decade, they have
conducted hundreds of financial seminars and workshops for
individuals and businesses. They were also host of the financial
edition of the "Living For Tomorrow" television program featured
on KRMT-TV, Channel 41. Jim is also founder of the Financial
Health Fair, an annual event to help people become financially
fit.
How
Qualified Is Your Financial Planner?
The
decision to select someone who will manage the money you have
earmarked to fulfill all of your lifetime goals and dreams is
one of the single most important decisions you'll ever make.
Does it not make sense to choose a professional who has
qualifications and experience that are second to none.
Jim Elder Biography
Jim
Elder is the Chief Financial Officer for the firm ElderAdo
Financial, Inc. He formed the firm along with his wife Janet to
help Christian investors become better stewards of the money God
has entrusted them. Jim Elder believes that all Christians need
to strive for excellence in money management.
Janet Elder Biography
Janet
Elder is the Chief Investment Officer for ElderAdo Financial,
Inc. Her duties include portfolio development, asset allocation,
investment selection and client services. Janet joined the firm
with her husband Jim to build a solid team to offer quality
service for their clients.
Professional
Qualifications
-
Experienced
financial consultant involved in the financial planning
profession since 1993
-
Author of the popular financial
book
"WealthCare - Power Principles To Help You Achieve Financial
Security"
available at
Amazon.com or this website.
-
Founder of the Financial Health
Fair a501(c)3 non-profit organization
-
Teacher/Counselor for Larry
Burkett's Crown Financial
Ministries
-
Host of the Financial Edition
Of "Living for Tomorrow" on KRMT-TV and the Daystar Network
-
Featured frequently in the
Denver Post
-
Editor of
"Dollars and Sense" A
bi-monthly financial magazine
-
Seminar/Workshop Leader for
Businesses, Associations, Churches, and other community
groups
-
Founder Of "Christian
Professional Network" a monthly meeting for Christian
business leaders
-
Radio Guest On: KWBI, KRKS,
KPOF, KQXI, KLZ, KLT
-
CFS -
Certified Fund Specialist
-
CSA -
Certified Senior
Advisor
-
Member of International
Association of Financial Planners
-
Registered Investment Advisor
How Did ElderAdo
Financial Originate?
In 1993 Jim Elder decided to
sell his solar energy business after twelve successful years and
pursue his hobby and passion - investing. He took courses for
the Certified Financial Planner (CFP) and Certified Funds
Specialists (CFS) designation. Jim then became a registered
representative with the NASD and took continuing education
classes to further his knowledge. After being disappointed with
the commissioned sales part of financial planning and investing,
Jim left his broker in 1998 to pursue opening a fee-only
financial planning and investment management firm with his wife
Janet. In 2002 Jim and Janet decided to move their firm from a
Denver Colorado suburb to a quaint scenic town in the western
slope of Colorado - Montrose. Since the beginning Janet and Jim
Elder have assisted hundreds of clients with an un-biased
approach. |
