Financial Planner@ Prudential Financial
Denver, Colorado, United States
David Bear, CFP®, ChSNC®, CAP®, AEP®
GET FULL PROFILE 
The American College of Financial Services
Real-Time AI Research
FlashIntel GPT
Tell me more about David Bear, CFP®, ChSNC®, CAP®, AEP®?
FlashIntel GPTDavid Bear, CFP(r), ChSNC(r), CAP(r), AEP(r) is a highly experienced financial planner and Managing Partner of Envision Financial Partners. With over 23 years of work experience, he specializes in management, strategic financial planning, securities, entrepreneurship, and investments. Based in the United States, David helps clients visualize and create a mental picture of the future for themselves and their families. He designs and quantifys personal path to realizing these outcomes through intentionality. David's expertise extends to various financial roles, including as a Financial Planner and Managing Partner at Envision Financial Partners.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Envision: to picture in the mind; to imagine. Our financial planning approach begins with a facilitated process of envisioning. Together with our planning team, I help you contemplate and create a mental picture of the future for yourself and your family. What are the scenarios and settings that conjure pure joy? By thinking through the stages of your life, currently, into your future working years and your post-working years, your aspirations transition from passing thoughts to tangible wisdom about what you desire to achieve. Then, we design and quantify your personal path to realizing these outcomes with intentionality. You’ll discover that our mutual curiosity about your situation can be transformational – from hollow numeric objectives to the fulfillment of personal achievement.
...See MoreWork Experience
Financial Planner
Financial Services
David Bear, CFP®, ChSNC®, CAP®, AEP®'s Professional Milestones
- Financial Planner (2015-08-01~2020-11-01): Developed compelling financial strategies that resulted in a significant decrease in financial losses.
- Certified Financial Planner ® (2009-01-01~2015-07-01): Providing strategic financial guidance and guidance to clients, optimizing their lives and ensuring profitability.
Education
Chartered Special Needs Consultant,
Advanced Estate Planning
2017-2017Skill
Management
Strategic Financial Planning
Securities
Entrepreneurship
Investments
Risk Management
Financial Planners
Employee Benefits
Finance
Retirement
Strategic Planning
Insurance
Analysis
Strategy
Sales Management
Sales
Financial Planning
Certification
Colleagues
Lavanya Tangutur
Senior Technical Product Owner
Daniel Hogshead
Leader of People | Certified SAFe Product Owner & Scrum Master | Passionate about the Customer | Thoughtful Communicator | Salesforce | MBA
Rena McKean
agent at prudential financial and owner prudential financial
Jason Boyd
Owner | Proprietor
Kristine Weyer Adkins
Senior Product Owner
Other Named David Bear, CFP®, ChSNC®, CAP®, AEP®
Frequently asked questions
We found 2 David Bear, CFP®, ChSNC®, CAP®, AEP®'s email addresses
We found 2 David Bear, CFP®, ChSNC®, CAP®, AEP®'s phone numbers
David Bear, CFP®, ChSNC®, CAP®, AEP® works for Prudential Financial
David Bear, CFP®, ChSNC®, CAP®, AEP®'s role in Prudential Financial is Financial Planner
David Bear, CFP®, ChSNC®, CAP®, AEP® works in the industry of Financial Services
David Bear, CFP®, ChSNC®, CAP®, AEP®'s colleagues are Lavanya Tangutur,Daniel Hogshead,Rena McKean
David Bear, CFP®, ChSNC®, CAP®, AEP®'s latest job experience is Financial Planner at Prudential Financial
David Bear, CFP®, ChSNC®, CAP®, AEP®'s latest education in The American College of Financial Services
