Exit Planning Institute - Find a CEPA

Wealth management is what we do, but what we’re known for more than anything is helping small business owners transition to retirement without ever sacrificing the lifestyle they’ve worked so hard to build.

Robert founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to self-employed professionals and small business owners throughout the country. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small- business owners. He has had the opportunity to share his insights as a frequent contributor to the BizWest and has appeared on Denver’s 9News. He is also a past president of the Boulder County Estate Planning Council.

Robert received an MBA in finance from the University of Colorado Boulder and M.S. and B.S. degrees in meteorology from Pennsylvania State University. He holds professional designations as a Certified Financial Planner® (CFP®), Chartered Financial Analyst (CFA), Accredited Estate Planner (AEP®) and Certified Exit Planning Advisor (CEPA®). Prior to founding Diversified Asset Management, Inc., he worked with a local advisory firm in Boulder.

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2022 Colorado State of Owner Readiness Report

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