Specialties
About Me
Seth has expertise in the areas of investment management, retirement planning, long-term care planning, and Medicare planning.
Seth was born and raised in Colorado and he is a Phi Beta Kappa graduate of Colorado College where he received a B.A. in Economics, Magna Cum Laude. Seth also has a M.A. in Economics from the University of Colorado-Boulder and he also earned the Chartered Financial Consultant designation from The American College. Seth began his career in the financial services industry in 1996, working as a portfolio analyst for over 100 clients. He has been working with individual clients since 2001.
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Interests & Hobbies
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Credentials
ChFC
Chartered Designations
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Disclosures
Seth is a registered representative. Securities offer through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Seth is also an Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Alternatives and the Cambridge companies are not affiliated.