Five Star award winner Amy King, CFP®

PROFESSIONAL PROFILE

Contact Me

Amy King, CFP^®

Owner and Senior Advisor

29:11 Financial Planning

5690 Webster St Ste 100

Arvada, CO 80002

Office: 720-839-3590

Cell: 720-839-3590

amyk@2911financialplanning.com
www.2911financialplanning.com

Professional Approach

I’m Amy King, and I’m not just your typical financial advisor – I’m a Certified Financial Planning professional (CFP) with a rich and diverse experience spanning over 30 years in the ever-evolving financial services industry. Throughout my journey, I’ve delved into everything from banking and loans to insurance and investments, gathering insights that have become the cornerstone of my expertise.

My career began at one of the nation’s largest banks, where I immersed myself in the intricate world of finance, learning the ropes and unraveling the complexities of the market. Later, I had the privilege of being a part of Bessemer Trust, a prestigious Ultra High Net Worth private firm, where I honed my skills in wealth management and honed my investment strategies to a fine art.

But my journey didn’t stop there. I took the leap into entrepreneurship, steering a small business that thrived, churning out annual revenues exceeding $1 million. Remarkably, this journey was intertwined with raising three wonderful children, a testament to my resilience and ability to excel in multiple roles.

Today, I’m on a new mission. Drawing from my diverse experiences, I’m dedicated to empowering women and entrepreneurs to seize control of their financial destinies. My approach centers around starting with the end in mind, crafting comprehensive financial plans that align with your dreams and aspirations.

Financial literacy is the key to unlocking a world of possibilities, and I’m here to guide you every step of the way. With my guidance, you’ll gain the skills to navigate financial complexities, make informed decisions, and embark on a journey towards true financial freedom.

I’m Amy King, a financial advisor who’s not just about numbers, but about empowering you to take charge of your financial future. Let’s walk this transformative path together. customize and tailor each client’s investments specifically for them. As an Independent advisor, I have the ability to utilize a wide range of investment vehicles and products that many other investment professionals do not have access to, including opportunities in real estate, Blockchain, AI and environmental, social and biblically responsible investments. The FAANG (Facebook, Apple, Amazon, Netflix, Google) stocks are not the only opportunities

See Accomplishments

This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2435 Denver-area wealth managers were considered for the award; 224 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,580, 247, 10%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2132, 235, 11%, 10/1/22, 1/17/22 - 7/15/22; 2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21; 2020: 2172, 213, 10%, 10/1/20, 1/20/20 - 8/14/20; 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.