Calvin S. Achey | Financial Consultant
Cal focuses on working with clients to identify their goals and objectives, time horizons, investment philosophies and propensity for risk. He strives to help build individuals, families and his community so they are stronger personally, professionally and financially. Cal educates his clients in the areas of retirement planning, 401(k) rollovers, estate planning, college funding, insurance protection and portfolio analysis.
Cal has been in the financial services industry since 1984, initially with Prudential Bache Securities for five years and now, with LPL Financial since 1989. He received his undergraduate and Masterís degrees from the University of Houston. Prior to pursuing his doctoral work at the University of Northern Colorado, he served his country as a Paratrooper, having attained the rank of Captain. He is registered to provide investment guidance on the many options in the universe of financial products. Cal is licensed to do business for residents in Colorado, as well as residents of Arizona, California, Florida, Illinois, Missouri, Texas and Wyoming.
Cal has learned in his years as a financial consultant that he canít be all things to all people in an industry that is increasingly complex. Some people may require specialized resources available through LPL Financial and Colorado Financial Partners. As the countryís number one independent broker/dealer (As reported by Financial Planning magazine, June 1996-2013, based on total revenue), LPL Financial continues to set the standard for the industry. Since LPL Financial offers no investment products of their own, Cal can devote all of his time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. Additionally, Cal is privileged to be affiliated with Colorado Financial Partners, Coloradoís source for objective advice, providing unparalleled service for accumulating and managing wealth.
Cal lives in Northern Colorado with his wife, Sue, and their two hunting dogs, Repo and Riley. Cal and Sue enjoy gardening, which includes an orchard, a vineyard, enhanced by their hobby of beekeeping from which they harvest the purest of Colorado honey. They also enjoy the many outdoor activities the wonderful state of Colorado has to offer.
Securities offered through LPL Financial, Member FINRA/SIPC.