Your CBA Member Marketplace Providers with Guardian are:
E: david_richards@wealthsg.com || O: 303.714.5875
David has more than 30 years of experience working with professionals on their income protection planning. He is a Registered Representative and Financial Advisor or Park Avenue Securities, LLC (PAS) and a Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY ®. CA Insurance License # 0D01928 Ark Insurance License # 1250283
Check the background of our investment professionals on FINRA’s BrokerCheck.
ilana Reed
E: ilana.reed@wealthsg.com || O: 303.714.5839
ilana has been working with professionals on their income protection planning since 2009. She is a Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY ®.
CA Insurance Lic – #4060291
Wealth Strategies Group LLC
6455 S Yosemite St Ste 425 Greenwood Village, CO 80111
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
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