Advisor at Cobalt Private Wealth LLC
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Firm
Cobalt Private Wealth LLC
Location
Colorado Springs, CO 80906
Credentials
Series 63, Series 65, Series 66
Industry experience
14 years
Daniel Korleski is a financial advisor at Cobalt Private Wealth LLC in Colorado Springs, CO, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cobalt Private Wealth since 2013. Cobalt Private Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including the use of options and derivatives strategies, and manages accounts on a discretionary basis with a focus on customized investment policies.
Based on Cobalt Private Wealth LLC
Up to 1.50% annually; fees are negotiable
$150 per hour for financial planning; fees negotiable
Fee-only: Financial planning hourly fee: $150 per hour; fees negotiable
5251 Bancroft Hts
Colorado Springs, CO 80906
Colorado · Texas
Cobalt Private Wealth, Llc
2013 - Present (13 years)
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Integrity First Financial Planning LLC
Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Democrat committed to progressive values of social and economic justice and grounded by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good • Volunteer Wings for Widows - financial counseling for newly widowed men and women Qualifications: • CFP® since 1998 and CPA 1985-2025 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues
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