Colorado Springs / Colorado / United States
About DaVinci Financial Planning Denisa Tova has more than 15 years of experience in the financial services and investment advisory industry. Denisa is a Certified Financial Planner ( CFP ) and a Certified Divorce Financial Analyst, and mediator. Denisa offers her expert financial planning services to residents in the Colorado Springs and Denver, Colorado area. She also holds the Chartered Financial Consultant ( ChFC ) and Chartered Life Underwriter ( CLU ) designations, which support her strong background in the financial and tax planning areas. See Denisas complete bio. We are dedicated to working with Colorado based residents who seek a planning partner to help them navigate through the complex world of personal finance ; a trusted partner to help them address their financial planning and investment management needs. We seek to understand and assess their needs, craft and execute a plan that meets their goals, and continuously measure its success. We feel it is important to establish client relationships that are mutually fulfilling, where we know we can provide the most value. Our Colorado based Clients come from all walks of life. They are highly motivated to work with a Certified Financial Planner ( CFP ) professional, not a sales representative. Some of our clients are facing a transition, such as Retirement, Career Change, Passing of a Loved one, or Divorce Some are experiencing a temporary financial setback and they need an accountability partner to help them regain control of their finances. Some of our clients are conservative-to-moderate risk takers, who are more concerned about preserving their assets and achieving their life goals than beating the market or boasting about an investments performance.
