|
|
|
David J. Repka, RCFS, President David J. Repka is a Registered Investment Adviser, and founder of Creative Financial Solutions Inc., an independent, fee-based firm based in Denver, Colorado specializing in comprehensive financial planning and investment management services for individuals.
David attended Northern Illinois University, and received an advanced planning certification from Purdue University. He has worked diligently to promote the growth and recognition of the personal financial planning and investment management industries, through active membership in several advisory groups both nationally and in Denver, Colorado.
He has been recognized in the nationally acclaimed registry of Who's Who of Professionals and Executives, and has taught many seminars and workshops on retirement, and investment planning. He is also highly respected by many of this fellow professionals in the financial advisory community for his expertise in investment portfolio management and design.
David is frequently quoted in national trade magazines, and has been a featured financial adviser on Denver’s CBS affiliate, News 4. He is a member of the National Registry of Financial Service Representatives and has earned the prestigious Registry Certified Financial Specialist designation (RCFS). He is also author of the book, Asset Protection & Wealth Preservation.
Because David is deeply devoted to providing the highest level of quality service to his clients; he attends numerous financial planning workshops and national conferences every year to help ensure he has the most current financial and investment solutions to offer.
David lives in Castle Rock, Colorado with his wife Elisabeth, and their three children Anja, Hannah and Devin. They are members of The Rock Community Church, and enjoy many of Colorado's outdoor activities including hiking, camping, and skiing. They also enjoy frequent visits to Norway, where Elisabeth is from.
David J. Repka has more than a quarter century of experience in the financial planning industry.
Support Staff The Support Staff at Creative Financial Solutions is responsible for many of the firm's administrative functions including accounting, bookkeeping, banking, and maintaining regulatory records. They also assist with other responsibilities, such as maintaining the firm’s databases, coordinating mailings, scheduling appointments, and assisting in a wide array of client services.
Network of ProfessionalsTo provide clients with the full complement of services related to their finances, Creative Financial Solutions, Inc. has strong strategic partnerships with several highly regarded Certified Public Accounts, Estate Attorneys, Mortgage Brokers, and Insurance Specialists. Each professional meets Creative Financial Solutions’ strict criteria for quality service and expertise within their respective field.
The involvement of Creative Financial Solutions’ partners in your financial plan may be as simple as an answer to a question or as complex as an integral part of your overall strategy. All partnering firms offer clients an initial FREE consultation and/or discount when applicable.
Investment CustodianCharles Schwab & Co. Inc. is the primary custodian for our clients’ investment accounts.
|
|
|
|
|
|
|