A business that we take personal. As father and daughter team, David Cichon and Stephanie Cichon-Bruno have been supporting clients’ financial aspirations for 13 years and serving the Denver Community for 20 years.
David R. Cichon, M.Ed, Certified Estate Planner, RFC, has over 40 years of experience in the financial services industry. He specializes in working with people who are planning for retirement and retired clients who want to preserve and grow their assets. He holds the following securities registrations: 7, 63, 65, 66, and 24 through LPL Financial and various Life/Variable licenses in the state of Colorado and other states.
As founder and principal, he successfully developed an employee benefit and financial services firm specializing in retirement planning, a pension administration firm, and an investment management firm. His commitment to helping people pursue their financial goals caused him to join Householder Group, one of the leading networks of financial professionals in the country.
David is Regional Vice President of Householder Group, an independent estate and retirement planning firm. He is a Registered Representative with LPL Financial, the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2013, based on total revenue). As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management.
David has been nominated as a 2011 “5 Star Wealth Manager*”. This nomination is the result of a thorough evaluation process and the results are driven by research conducted with clients, peers and industry experts. He has also been featured in 5280 Magazine and Coloradobiz magazine.
David holds a Master’s Degree, is a Certified Estate Planner, a Registered Financial Consultant and a Chartered Federal Employee Benefits Consultant. He is educated on the specific issues and concerns facing seniors today and has the experience, knowledge, and tools to help clients design and implement a strategic plan to pursue their individual financial needs.
David resides in Parker, Colorado, with his wife, Paula, and is an active member of the Parker Rotary.
*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.