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Erin Hadary

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CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
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Professional Profile

About me (self-reported)

If you seek clarity and confidence during pivotal financial moments, let's talk.

As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL TRANSITIONIST®, I guide individuals and families through the financial and emotional complexities of major life transitions, such as the sale of a business, inheritance, divorce, or retirement. With expertise in personal financial planning, investment portfolio management, and philanthropic strategy, I help clients align their wealth with their values.

Office Location 200 Columbine St Suite 220

Denver, CO 80206

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My Expertise Philanthropic & Estate Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Minimum Assets $500,000 - $749,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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