Dan Gilbertson, CFP®, CRPC®, AIF® is a Financial Advisor, Vice-President and manages the Lakewood, CO office at Summit.
People often come to Dan when they are in transition -- the loss of a loved one, a divorce, starting a new job, selling a business, or preparing for retirement. They need a financial planner who can understand their unique needs and help them make smart decisions, overcome obstacles, identify new opportunities, and create custom strategies to pursue financial contentment.
With over 27 years of experience and having been through his share of grief and significant life transitions with clients, Dan's heart for helping people is what drives his success. As a Certified Financial PlannerTM, Dan takes a planning-first approach with clients and works with people across the country.
Dan's dedication to his clients has landed him on the Forbes Best-In-State Wealth Advisor* list each year since 2019.
Clients of Summit Wealth Group never have to wonder if the advice they receive is in their best interest. Because of our independence from any bank or wirehouse, our clients experience a wider variety of investment options. By removing any potential conflicts of interest, we sit on the same side of the table. Your success = our success!
Too often, advisors place emphasis on investment performance without enough attention to financial planning. Not only is financial planning included, it is the focal point of our client relationships. This approach keeps your goals at the center and guides our advice to help you reach a place of fulfillment with your finances.
People like the personalized service they receive from their neighborhood advisor. At Summit, we provide that type of service. Our advisors know their client's pet's names. And yet, the resources available to clients at Summit match that of the larger firms. It may be why Summit has been recognized by Inc Magazine and Forbes in recent years for it's leadership in the independent financial advisory space.
It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Dan and choose the times that best work for you. The Summit Lakewood, CO team will reach out to confirm the appointment.
Dan will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.
After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.
Dan Gilbertson, CFP® is the Vice President of Summit Wealth Group and Financial Advisor in Lakewood, CO.
People who find themselves in major life transitions often face a daunting task: make the right financial decision or face potentially catastrophic consequences. The problem is, most people don’t know where to turn in these times. Their options are unclear. In addition to lacking expertise in finance, their decision-making ability is often clouded by the stress of the situation. They need a guide who has their best interests at heart, who can walk with them and help clarify their options, so they can move forward with complete confidence.
Dan Gilbertson has found himself in this position before, and it is what led him to a career as a Financial Advisor and Certified Financial PlannerTM (CFP®). Dan’s life story includes unexpected loss, unimaginable pain, and grief. But having lived it, he now finds himself in an optimal position to allow his experiences to shape the way he relates with and guides his clients through similar experiences.
Dan works with many widows, widowers, divorcees, those beginning a new job, selling or acquiring a business, and those transitioning into retirement. He finds people often come to him during transition but stay when they realize the value that comes from having a Financial Advisor who they have a direct line with.
Dan would welcome the opportunity to meet with you and is pleased to offer a complimentary initial consultation. Please click the following link to schedule an appointment with Dan. Initial meetings are offered in-person (if local), virtually through Zoom, or over the phone.
*Data provided by SHOOK® Research, LLC., as of 4/2022. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.