Brenda Rafferty

President/Financial Consultant


Thank you for viewing my website.  I have been facilitating individuals, families and small business to reach their financial goals for over 27 years.

My college studies included majors in accounting and economics. 

I am a Series 7 and Series 24 registered representative.

 Also considered a Investment Advisor Representative under Kovack Advisors RIA.

I hold the designation of IRS Enrolled Agent (EA).  

I founded the company on the principle that financial planning and related services should be delivered with quality and transparently.  Please contact me today for a interview.

Phone (303) 790-0664
Fax (303) 339-4739
Mobile Phone (720) 837-3634