Karalee Artzer, CFP®, CIMA®, UBS Financial Services
Karalee is a Certified Financial Planner™ and Investment Advisor at UBS Financial Services.
"As a financial planner and investment advisor, I believe in a holistic approach to your financial future. Whether you are a business owner looking to start a retirement plan for you or your business, or an individual looking for trusted investment advice and a financial plan that gets you to your goals, an integrated wealth management process will always be at the core of our relationship. With access to UBS 's global network of investment research, lending capabilities, insurance underwriting and online client tools, I am able to provide you with comprehensive financial services that will help you achieve your financial goals for the short and long term."
Karalee lives with her husband, Chris, and their 4 children in Highlands Ranch, CO. She enjoys volunteering in her community through her church food bank and in her children's schools. She tries to lead her personal and professional life by her favorite quote: "Try not to become a person of success, but rather try to become a person of value. Success will come on its own, if what you bring to others is valuable to them." Albert Einstein
Karalee Artzer occupies the investment advisor, financial planner, 401(k) provider, life and long term care insurance categories.
"My team and I work with many different types of businesses, individuals and families. The common thread we see in most of our client base is the desire to have expert advice on financial matters as well as the willingness to delegate the process of investing to someone else. "
Much of our client base is made up of:
- Business Owners
- Current or retired corporate executives with stock benefits
- Doctors, Dentist and/or their practices
- Soon-to-be retirees or current retirees
- Beneficiaries of trusts and/or inheritances
- Young Professionals who want expert advice on saving and investing for the future.
Business Power Partners:
CPAs, Estate and Divorce Attorneys, Mortgage Lenders, Bankers and individuals who refer.
303-820-5007 - Office
303-257-4173 - Cell