Advisor Details

Advisor Details

Financial Advisor in Parker, CO with 3 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 262572

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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.

Personal Introductory Video

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.

Firm SEC/CRD #

297195

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BROKER CHECK
SEC

NASAA

Firm Logo

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Education

The Master's University
Finance
Duration: 2004 - 2008

License(s)

Series 65

Advisor SEC/CRD #

6428919

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    No

    Methods of Compensation

    Assets Under Management (AUM), Fee-Only, Flat Fee

    Specialties

    Preferred Client Type

    Membership Associations

    National Association of Personal Financial Advisors (NAPFA)

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    XY Planning Network

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    Personal Blog

    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

    Kiplinger's

    Wall Street Journal

    Money Magazine

    Investment News

    Financial Planning Magazine

    Market Watch

    Bankrate

    Investors Business Daily

    CNBC

    TheStreet

    Business Insiders

    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!)

    How much risk is in your portfolio? Put your retirement on the right track with an investment approach designed to meet your goals and help you sleep at night.

    Watch this video on why 'average returns' don't matter in retirement!

    Get started by discovering your personal risk score. Everyone has their own Risk Score. What is yours? Click here to find out. (You won't get added to any silly email lists.)

    Kaleb Paddock, CFP®

Contact:

10233 South Parker Road
Parker, CO 80134

kaleb@tentalentsfp.com

(303) 961-4397

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