Calvin Neil Lennberg from Larkspur, CO, age 35

Calvin Lennberg Phones & Addresses

Larkspur, CO
4277 Manorbrier Cir, Castle Rock, CO 80104
5579 Spring Ridge Trl, Castle Rock, CO 80104
Pueblo, CO
Colorado Springs, CO
Aurora, CO
Highlands Ranch, CO
Folsom, CA

Work

Company:

H&r block
Dec 2014 to Nov 2015
Position:

Tax pro

Education

Degree:

Bachelors, Bachelor of Business Administration
School / High School:

Colorado State University
2011 to 2013

Skills

Retirement Planning • Wealth Management • Retirement • Wealth Accumulation • Investment Advisory • Estate Planning • Wealth • Strategic Financial Planning • Income Protection • Saving For Education • Iras • Financial Advisory • Fixed Annuities • Investment Strategies • 401K Rollovers • Mutual Funds • 403 B • 529 Plans • Deferred Compensation • Income Tax • Insurance • Certified Financial Planner • Life Insurance • Investments • Risk Management • Financial Goals • Estate Tax Planning • Asset Allocation • Retirement Savings • 401K • Long Term Care Insurance • Financial Planners • Long Term Care • Pensions • Disability Insurance • Tax Advantaged Investment Strategies • Universal Life • Whole Life • Term Life Insurance • Personal Financial Planning • Financial Planning • Real Esate Investing • Real Estate Investment Consulting

Ranks

Certificate:

Certified Financial Planner™ Practitioner

Interests

Road Biking • Wake Boarding • Golf • Just Enjoying Life • Building Things • Fishing • Rock Climbing • Snowboarding • Camping • Piano • Dogs • Jet Skis • Family • Guitar • See 6 • Church • Hiking • Snowmobiles • Investing • See Less • Basketball • Motorcycles • Mountain Biking

Industries

Financial Services

Name / Title

Company / Classification

Phones & Addresses

Calvin N. Lennberg
Owner

Advanced Investments, Ltd
Investor

1383 Shadow Mtn Dr, Littleton, CO 80126

Resumes

Mortgage Loan Originator

view source

Location:

4277 Manorbrier Cir, Castle Rock, CO 80108

Industry:

Financial Services

Work:

H&R Block Dec 2014 - Nov 2015
Tax Pro
Independent Dec 2014 - Nov 2015
Independent Insurance Broker
Advanced Investments Dec 2014 - Nov 2015
Certified Financial Plannerâ Professional
Advanced Investments May 2008 - Jul 2008
Summer Intern
May 2008 - Jul 2008
Mortgage Loan Originator

Education:

Colorado State University 2011 - 2013
Bachelors, Bachelor of Business Administration College For Financial Planning 2010 - 2012
Highlands Ranch High School 2003 - 2007
Colorado State University

Skills:

Retirement Planning
Wealth Management
Retirement
Wealth Accumulation
Investment Advisory
Estate Planning
Wealth
Strategic Financial Planning
Income Protection
Saving For Education
Iras
Financial Advisory
Fixed Annuities
Investment Strategies
401K Rollovers
Mutual Funds
403 B
529 Plans
Deferred Compensation
Income Tax
Insurance
Certified Financial Planner
Life Insurance
Investments
Risk Management
Financial Goals
Estate Tax Planning
Asset Allocation
Retirement Savings
401K
Long Term Care Insurance
Financial Planners
Long Term Care
Pensions
Disability Insurance
Tax Advantaged Investment Strategies
Universal Life
Whole Life
Term Life Insurance
Personal Financial Planning
Financial Planning
Real Esate Investing
Real Estate Investment Consulting

Interests:

Road Biking
Wake Boarding
Golf
Just Enjoying Life
Building Things
Fishing
Rock Climbing
Snowboarding
Camping
Piano
Dogs
Jet Skis
Family
Guitar
See 6
Church
Hiking
Snowmobiles
Investing
See Less
Basketball
Motorcycles
Mountain Biking

Certifications:

Certified Financial Planner™ Practitioner
Series 65
Long Term Care Certification
Accident and Health, Life Licensed
Realtor

Calvin Neil Lennberg