- Certified Financial Planner (CFP)
- Private Wealth Advisor
Why choose this provider?
EdgeRock is a financial services firm catering to individuals, families, and businesses in the Centennial area. Its team of financial advisors creates personalized retirement plans tailored to each clients' goals and circumstances. Its working process involves designing various strategies for withdrawal and savings positioning and accounting for planned and unplanned expenses. The team also manages customers' investments. EdgeRock supports multiple charities, including Junior Achievement and Habitat for Humanity. Its president, Kyle O'Dell, is a Certified Exit Planning Advisor with over 20 years of experience.
Investment Adviser Public Disclosure Database, SEC