A business that we take personal. As father and daughter team, David Cichon and Stephanie Cichon-Bruno have been supporting clients' financial aspirations for 13 years and serving the Denver Community for 20 years.
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David R. Cichon, M.Ed, Certified Estate Planner, RFC, has over 40 years of experience in the financial services industry. He specializes in working with people who are planning for retirement and retired clients who want to preserve and grow their assets. He holds the following securities registrations: 7, 63, 65, 66, and 24 through LPL Financial and various Life/Variable licenses in the state of Colorado and other states.
As founder and principal, he successfully developed an employee benefit and financial services firm specializing in retirement planning, a pension administration firm, and an investment management firm. His commitment to helping people pursue their financial goals caused him to join Householder Group, one of the leading networks of financial professionals in the country.
David is Regional Vice President of Householder Group, an independent estate and retirement planning firm. He is a Registered Representative with LPL Financial, the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2013, based on total revenue). As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes conservative asset allocation portfolios in order to focus on capital preservation and multi-generational wealth management.
David has been nominated as a 2011 “5 Star Wealth Manager*”. This nomination is the result of a thorough evaluation process and the results are driven by research conducted with clients, peers and industry experts. He has also been featured in 5280 Magazine and Coloradobiz magazine.
David holds a Master’s Degree, is a Certified Estate Planner, a Registered Financial Consultant and a Chartered Federal Employee Benefits Consultant. He is educated on the specific issues and concerns facing seniors today and has the experience, knowledge, and tools to help clients design and implement a strategic plan to pursue their individual financial needs.
David resides in Parker, Colorado, with his wife, Paula, and is an active member of the Parker Rotary.
*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
The Householder Group Estate & Retirement Specialists seeks to manage the financial freedom of our clients through a retirement and estate planning model that has the independence to access a wealth of quality products deployed through a selective network of integrated investment and wealth management professionals.
Our client discovery sessions are designed to uncover what you really value along with your financial goals, then we collaborate with you to craft a plan to keep you on course.
Education on the specific issues and concerns facing our clients today along with regular reviews help our clients stay informed and ahead of possible financial turbulence for greater peace of mind.
We always sit on the same side of the table as our clients.
Five Star Professional partnered with 5280 magazine and ColoradoBiz magazine to determine the wealth managers in the Denver area who provide exceptional service and overall satisfaction. The Five Star Professional research team contacted clients, peers and industry experts and asked if they had experience working with a wealth manager and rated that individual according to criteria such as integrity, value for fee charged and quality of recommendations. The survey data was collected and scored, resulting in the list of 2011 Denver Five Star Wealth Managers. The research methodology allows no more than 7 percent of wealth managers to be named a Five Star Wealth Manager. This year’s winners are listed and profiled in the following pages.
The designation Certified Estate Planner is issued by the AACEP.