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Who We Are
Professional Qualifications
How Did ElderAdo Financial
Originate?
Advisor FAQ
Registered
Investment Advisor
Elderado Financial, Inc. was founded to serve the needs of our clients. Our
clients expect independent financial advice so we are an independent firm.
Our clients expect excellent service so we have two associates servicing
each client, along with our service staff. Our clients expect us to help
them solve their ever-changing needs so we change with the times to stay
current. With over 14 years of experience, our firm is not only financially
competent, but empathetic to the real issues of financial advisory 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. |
