PINNACOR FINANCIAL GROUP, INC.®

CONNECT

Address:

3801 East Florida Avenue
Suite 400
Denver, CO 80210

Phone:

(303) 758-2002 , (800) 781-6114

Our Team

 

 

 

 

 

 

 

David L. Kaiser, ChFC®, AIF®.    

David Kaiser has built his financial planning career by matching his client's unique needs with financial products and services designed to produce the desired results. David works together with you to help organize your financial life. He will listen to you to ascertain your concerns, your personal and your financial needs. He will ask very targeted questions in order to thoroughly understand your financial situation. This will help him in developing efficient financial planning strategies that strive to move you closer to your personal financial vision. This exchange sets the tone for a rewarding and successful client relationship; one in which he will always be there to listen.

In addition to scheduled periodic meetings, David is available when the need arises. He views his client relationships as a long-term partnership with the common goal of securing your personal financial vision.  If you are not currently a client and are seeking a financial advisor who always places the interest of the client first, you are in the right place.

 
David has earned the Chartered Financial Consultant (ChFC®) designation enabling him to effectively apply a comprehensive financial planning process to his client's needs.  The ChFC® program  includes all of the courses of the CFP®  Certification Curriculm, and builds on that knowledge with advanced coverage of estate, retirement and financial planning applications.  David has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.  He has received formal training in investment fiduciary responsibility.
 
David appears as a regular guest on local financial talk radio.  Topics discussed have included Investment Analysis & Management, Retirement Income Planning, College Funding, Gift Tax & Estate Planning and planning ideas for small business owners.

 

 

 

 

 

 

 

 

Seth King, Jr.,  ChFC®.

Seth was born and raised in Colorado.  He is a Phi Beta Kappa graduate of Colorado College where he received a B.A. in Economics, Magna Cum Laude.  He also has a M.A. in Economics from the University of Colorado-Boulder.

Seth’s career in the financial service industry began in 1996. He was a portfolio analyst for an independent broker-dealer where he monitored the performance and allocation for over 100 client portfolios and recommended strategic and tactical portfolio changes. In 2001, he began working with clients directly. His goal is to develop a long-term relationship with clients and to provide them with independent, objective advice while guiding them through the maze of financial challenges that they will encounter throughout life.
 
Seth has earned the Chartered Financial Consultant (ChFC®) designation enabling him to effectively apply a comprehensive financial planning process to his client's needs.  The ChFC® program  includes all of the courses of the CFP®  Certification Curriculm, and builds on that knowledge with advanced coverage of estate, retirement and financial planning applications. 
 
Financial success doesn’t just happen. It takes preparation. It doesn’t need to be a difficult process, but it must be thought out. Seth will work with you to develop and implement a comprehensive financial plan tailored to your individual financial circumstances, goals, and objectives.
 
Making wise investments is just as important as good planning. Seth strives to provide solid long-term returns for his clients using extensive research and market analysis backed by sound investment strategies with the goal of reducing the risk in your portfolio and limiting the impact of market volatility.  Contact Seth today! He can help you develop a strategy designed to help you acheive your financial success! 

 

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Please click here to contact any of our financial advisors to schedule a complimentary appointment.

They'll discuss with you how an experienced professional can help you reach your personal financial vision.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck