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Christopher Muecke

Advisor at Salida Financial Advice and Planning

Updated today
Salida Financial Advice and Planning logo

Firm

Salida Financial Advice and Planning

Location

Salida, CO 81201

Credentials

Series 65, Series 66

Industry experience

15 years

About

Christopher Muecke is a financial advisor at Salida Financial Advice and Planning with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cambridge Financial Advisors LLC since 2013. Outside of his advisory work, he co-owns a small jewelry business with his wife called Anatolia Arts. Salida Financial Advice and Planning offers comprehensive and project-limited financial planning and investment advice to individual households, high-net-worth individuals, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and provides integrated tax preparation services alongside financial planning.

Client services

Based on Salida Financial Advice and Planning

Financial planning Portfolio management

Expertise

Based on Salida Financial Advice and Planning

Annuities Real estate investing General estate planning guidance Cash flow / budgeting

Fee options

Other

Minimum fee: Full Service Financial Planning fees range from $4,000 to $15,000; Project Limited Financial Planning fees range from $1,000 to $10,000. Fees are fixed and negotiable. Fee-only: Fixed fees for financial planning services only, no asset-based fees.

Location

123 G Street

Salida, CO 81201

Most active in

Colorado · Texas

Work history

Salida Financial Advice & Planning

2021 - Present (5 years)

Cambridge Financial Advisors LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John M

CFP®

Salida, CO

Mandala Financial Advisors LLC

We’re a different type of wealth management group. I founded Mandala Financial Advisors on the principal that progressive people deserve advisors who will guide them to financial success without compromising what they value - a sustainable and just world. Our clients come to us at all stages of life, each with a unique blend of circumstances and objectives. Yet they all share two traits: They value personal wellness and they are lifelong learners. Many are academics, nonprofit professionals, and business owners/entrepreneurs. Mostly women. They tend to be community-centric, compassionate, and follow the adage, “think globally, act locally.” Our mission is to: • Maximize the likelihood of your achieving your current and future financial goals. • Replace your stress over money with financial confidence and wellness. • Empower you to create positive social & environmental change. We use a holistic planning process that integrates all facets of your financial life into a personalized financial plan, a map to achieving your goals. We have found the ongoing coaching we provide is a key ingredient to ultimate success. We use a rigorous process for selecting best-in-class ESG (Environmental Social Governance) investment products to match your financial and sustainability objectives. We are a fee-only advisor which means our income is only from fees you pay us for services rendered, not from commissions investment companies pay some advisors for selling products. I have over 25 years of experience providing sophisticated and caring financial guidance to clients. I am a CFP® practitioner. My educational credentials include an MBA from University of Chicago’s Booth School of Business and a B.S. in Mathematics from Loyola University of Chicago. I’m passionate about community service, with a keen interest in the environment, human rights, and the arts. Years of experience in leadership roles on nonprofit boards taught me capitalism without conscience is flawed. I’m openly gay which taught me early on to embrace the things that make each person unique. I’m an outdoor and fitness enthusiast who likes to spend time hiking, skiing, and exploring. I’m a student of secular Buddhism, always growing and learning to be a better me. I encourage you to visit our website (https://mandala.financial) to learn more about Mandala Financial Advisors. We make it easy to schedule a complimentary, no-pressure, introduction meeting.

ESG / Sustainable investing Educators, Teachers, and Academics Women Professionals SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Robin B

Series 65

Salida, CO

Cambridge Financial Advisors, LLC

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
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Peter G

Series 65

Salida, CO

Cambridge Financial Advisors, LLC

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
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Matthew S

Series 65

Salida, CO

Cambridge Financial Advisors, LLC

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting
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Kirk B

Series 63, Series 66

Salida, CO

SPC

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Brett S

CFP®, Series 65

Salida, CO

Spurr Financial Planning, Inc.

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