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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 specializing in comprehensive financial planning and investment management services to individuals. He has been active in the planning industry since 1986.
David attended Northern IL. University, and then continued his education by receiving the 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 in Denver, Colorado, and national levels.
He is recognized in the nationally acclaimed registry of Who's Who of Professionals and Executives, and has taught numerous seminars and workshops on retirement, and investment planning. He has also been recognized by many in the financial advisory community, for his expertise in investment portfolio management and design. He was also just recently nominated as one of the top 7% of financial advisors in Colorado for 2009, and received the pretigious 5 star rating for best in client satisfaction.
Mr. Repka has been quoted in several of the national trade magazines, and has been a featured financial adviser on CBS's News 4. He is a member of the National Registry of Financial Service Representatives, in which he has earned the prestigious Registry Certified Financial Specialist designation (RCFS). He is also author of the book, "Asset Protection & Wealth Preservation".
By attending various workshops and national conferences throughout the year, David's exposure to the most current concepts, and tools, contribute in exceeding all industry standards to better serve his clients.
David resides in Castle Rock, Colorado with his wife Elisabeth, and their 3 children Anja, Hannah and Devin. They are members of The Rock Community Church, and enjoy taking advantage of Colorado's many outdoor activities including hiking, camping, and skiing. They also enjoy their frequent travels to Scandinavia, since Elisabeth is originally from Norway.
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Elisabeth T. Repka
Office Manager
Elisabeth is responsible for many of the firm's administrative functions including accounting, bookkeeping, banking, and maintaining regulatory records. She also assists with other functions such as maintaining the firms data bases, word processing, coordinating mailings, scheduling appointments, and client services.
Elisabeth was employed in varying managerial positions in accounting and the financial field for 10 years, prior to joining Creative Financial Solutions Inc. Her experience in these fields provide the firm with an extremely efficient and effective back office, including a thorough client service, and support system.
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Professional Network
Recognizing that no financial planning firm can be an expert in every field, Creative Financial Solutions Inc. formed strategic partnerships with several local CPA's, Estate Attorneys, Mortgage Brokers, and Insurance Specialists to ensure top quality expertise, in servicing their clients complete financial situation.
The involvement of their partners will vary, and may be as simple as an answer to a question, or as complex as an integral part of a comprehensive plan. All of their partnering firms offer their clients an initial FREE consultation and/or discount when applicable.
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Investment Custodian
Charles Schwab & Co. Inc. is the primary custodian for their clients investment accounts.
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Client Portal
The leader in back office support systems for the financial services industry, IAS provides CFS with the highest quality reporting capabilities that are available to their clients. Through a password protected client portal, client's can access daily summaries, quarterly investment reviews and financial planning reports, 24 hours a day. The dashboard can also stream in other asset accounts, allowing the client to view their entire financial situation on one consolidated screen. IAS also provide CFS with all of the daily tasks of downloading, and reconciling the data, to ensure its accuracy.
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Advisorsites.com
Webmaster
As the nation's premier leader in website design, hosting, and maintenance for the financial services industry, AdvisorSites offers a complete suite of tools and options to assist firms like Creative Financial Solutions Inc., in providing a very high quality internet presence. The website is updated continuously with an array of current articles, and in depth news stories relating to the clients financial situation. The site will always be up to date, and enhanced to provide clients with the best that the Internet has to offer.
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Investment Advisory Council
Adviser Intelligence provides CFS with exceptional manager due diligence, and a proven investment strategy for their clients. They help CFS create detailed model portfolios, backed by careful research, that have an excellent 15 year plus track record. Compelling ongoing client communications also allow CFS to effectively articulate the clients investment strategy. "Over the years, this advisory service has earned a reputation for discovering and showcasing mutual funds and managers that consistently beat the market" Barron, January 7, 2009. |
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©2010 Creative Financial Solutions Inc. All rights reserved. |
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