Your Colorado Retirement Planner®
Edward Frelly, MPAS®, MSPersFP, CFP® - President / CEO
Graduated from Chapman University with a B.S. in Business Administration / Management Emphasis degree (BSBA). Graduated from the College for Financial Planning with a Master of Science Degree / Personal Financial Planning (MSPersFP).
Earned the MPAS®, CRPC®, CRPS®, and AAMS® designations through the College for Financial Planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, I have extensive training in the areas of investment planning, tax planning, retirement planning, estate planning, insurance planning and financial management.
PERSONAL
An alumnus of Chapman University, I was a member of the Chapman University Alumni Board and Chapman University Endowment Council (Orange, CA).
I was also a member of the Advisory Council for the Orange County Cancer Society (CA).
In Colorado, I am the former Board Chairman for the Tri-Lakes Chamber of Commerce based in Monument, CO.
In my spare time I enjoy spending time with family and friends, playing tennis, going to concerts, and hiking all the beautiful trails here in Colorado.
MORE ABOUT US
Education meets Experience
EDUCATION