Financial Advisor in Parker, CO with 5 Year(s) of Experience
Professional Designations
Certified Financial Planner (CFP) - 262572
Personal Bio
Hi, I’m Kaleb Paddock.
My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).
I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I'm a fiduciary and fee-only advisor. Put simply, this means that I don't sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.
I work with clients in Parker, CO; Castle Rock, CO; Denver, CO and also virtually with clients across the country.
Firm Name
Ten Talents Financial Planning, LLC
Firm Bio
I believe that you deserve a clear understanding of how money works in your life.
Without a fiduciary advisor looking out for your family's financial interests, making smart financial decisions can be confusing. To compound the confusion, the financial marketplace is teeming with individuals who are selling financial products, not acting as fiduciaries who seek your best interest.
You can take a DIY approach and try to Google your way to financial clarity. Unfortunately, that often leads to more confusion – not to mention bad advice.
Good advice shouldn’t be hard to come by. Around here, it’s in abundance.
The name Ten Talents comes from a biblical parable found in the Book of Matthew. In the parable, a talent is a measure of precious metal. It has value.
Ultimately, the purpose of the story is to encourage good management of valuable resources. The talents are, according to the parable, gifts from Creator God. It’s our job to manage them wisely.
Advisor Type
RIA - Kaleb Paddock, CFP®
Firm License #
297195
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Education
Finance
Duration: 2004 - 2008
License(s)
Series 65
Advisor License #
6428919
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Assets Under Management (AUM), Fee-Only, Flat Fee
Specialties
Preferred Client Type
Membership Associations
National Association of Personal Financial Advisors (NAPFA)
XY Planning Network
Personal Blog
My Article
Images Gallery
Activities/Hobbies
Basketball, Investing, Reading, Running/Jogging, Volunteering
Language Spoken
English
Volunteer Experience
Suburban Poverty (SECORCares); Samaritan’s Purse; local church and community projects.
Accomplishments
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and my firm is an investment advisor registered in Colorado. I’m also a member of the XY Planning Network, NAPFA, FeeOnlyNetwork, and Institute for the Fiduciary Standard. I’m a NAPFA Board Member for the West Region and co-chair for Academic Outreach.
I participate in a number of Mastermind Study Groups with fiduciary financial advisors who are all committed to passionate, lifelong learning and improvement within the financial planning profession.
Publications Featured In
Bankrate
Business Insider
CNBC
Financial Planning Magazine
Investment News
Investors Business Daily
Kiplinger’s
Market Watch
Money Magazine
TheStreet
Wall Street Journal
Disclaimer
Ten Talents Financial Planning LLC (“Ten Talents”) is a Registered Investment Advisor (“RIA”), located in the State of Colorado. Ten Talents provides investment advisory and related services for clients in Colorado and other states. Ten Talents will maintain all applicable registration and licenses as required by the various states in which Ten Talents conducts business, as applicable. Ten Talents renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Additional Info
My wife, our four young sons, and I live in beautiful Parker, Colorado. When I’m not crafting financial plans, I enjoy playing disc golf at Westcreek in Parker, actively participating in our local church, traveling with family, volunteering with SECORCares in Parker, and eating at Jersey Mike’s. (#13 all the way!)
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Kaleb Paddock, CFP® CFP
FIDUCIARY
Position: Founder
Category: Tax & Accounting
Inception of Business: 2018