By Daniel Korleski, MBA
Having a solid financial plan is essential during these unprecedented times. The good news is, there are key steps you can take to work toward greater financial security. With support and a little planning and diligence, you can rest easy knowing you and your family have a stable financial future.
Many people have found the benefit of forming a partnership with a trusted financial advisor. They can create a personalized financial plan tailored to the individual’s needs and goals, helping to reduce the worries and stress associated with global events. A financial advisor can also provide objective advice and help managing investments, while offering guidance on how to best use available resources to pursue financial success. With their expertise and guidance, they can have greater confidence knowing their finances are in good hands. Could someone you know benefit from a partnership like this?
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. Our Cobalt Private Wealth team helps you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide.
We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.
We Are On Your Side
Here at Cobalt Private Wealth, we love working with clients like you—and we’re seeking to help even more people. Do you know someone who may benefit from our caring and supportive guidance as they pursue their financial goals or someone who needs accountability to help them stay on track? They can set up an appointment today by calling 719-332-3863 or contact us directly by reaching out at danielkorleski@cobaltprivatewealth.com. We’d be happy to get them started with a no-obligation conversation about their financial goals.
About Dan
Daniel Korleski is the President & CEO for Cobalt Private Wealth, where he helps his clients grow, manage, and protect their wealth so they can work toward a stronger financial future. With over 30 years of experience in the financial services industry, Dan has served as the managing director for Investment Trust Company, chief investment officer for the Wealth Management Group at American National Bank in Denver, and regional investment manager for the Greater Colorado Region of the Private Bank at Wells Fargo, where he oversaw the management of over $2 billion. In 2008, he was appointed by the mayor of Colorado Springs to the City’s Investment Advisory Committee. Dan holds an MBA in investment management from Midwestern State University in Wichita Falls, Texas, a Bachelor of Science in Finance from Florida State University, and is a member of both the CFA Society Colorado and The Financial Planning Association.
Dan loves to give of his time to his community and is currently serving as the Board Chair of Catholic Charities of Central Colorado and oversees the Homebound Ministry at St. Paul Catholic Church. He has also served as Chair of the Board of Trustees of Pikes Peak Hospice Foundation, President of the Broadmoor Rotary Club, and Vice President of the Board for the Pikes Peak Chapter of Trout Unlimited. Dan was born and raised in Spain and is fluent in Spanish. When he’s not working, you can find him traveling around the world with his wife of 25 years, Montse, fly fishing, golfing, and hiking with his rescue pup Brandy. To learn more about Dan, connect with him on LinkedIn.
