David L Bear

Financial Planner

Email:

david@envisionfinancialpartners.com

Phone:

(720) 762-5442

Office(s):

9250 E Costilla Ave. Suite 603 Greenwood Village CO 80112

Assistants:

Jennifer Wernsing, jennifer@envisionfinancialpartners.com

Specialities:

Charitable Giving

Estate Planning

High Net Worth Clients

Tax Strategy

Wealth Transfer

ARTISANCAP

About

David spends most of his time listening to clients tell their story, giving them space to explain the non-financial goals that formulate the financial tools to put in place to best achieve those objectives. He prefers to guide a conversation through a continuum that starts with a dream, and ends with achievement. He and his firm have trademarked a process of discovery they have named Cultivate Curiosity, believing that curiosity is a magnate of fulfillment. He would be happy to take you on that journey.

When not in the office, David and his wife enjoy hiking, biking, fly-fishing and playing bridge with friends.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.