Petra Financial Advisors | Financial Advisor in Colorado Springs ,CO

2 N. Cascade Ave
Suite 720
Colorado Springs, CO 80903
Phone: (719) 636-9000

Humanizing The Process of Planning Your Financial Future



About

We are a team committed to building lifelong relationships with
the individuals and families we are honored to serve.
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What We Do -
We help families gain financial clarity and order, enabling wise
choices for today, tomorrow, and future generations.

We are a catalyst for the transformation of dreams, hopes, goals,
and aspirations into tangible planning designed to help each of
our clients achieve what matters most to them.
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Why We Exist -
To honor God, love others, and serve with excellence.

35 Years of Experience



General Information
Firm Start Year:   1976
No.of Employees:   5-9
States Licensed in:   CO (registered nationally)
Number of Years with Current Firm:   35


Qualifications & Memberships
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Our team includes three CFP®s, two MBAs, and
one CFA.


Firm Information
Firm's Number of Clients:   140
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   140
Assets Managed by Firm:   $120,000,000


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets


Education
CFP®  College for Financial Planning
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CFA  Institute of Chartered Financial Analysts
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FAQs

  • Do you have a customer satisfaction or refund policy? We always want to make sure we are bringing value to our clients. We provide a guarantee for our work. After Phase One of the Financial Planning process and before Phase Two begins, if our new client feels we are not bringing them value and decides not to move forward in the process, then we offer a 100% refund of the financial planning fees paid.
  • What are your qualifications? What is your education background? Petra Financial Advisor's team includes three CERTIFIED FINANCIAL PLANNERS (CFP®), two MBAs, and one Chartered Financial Analyst (CFA). Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
  • What is your approach to financial planning? We humanize the process of planning your financial future. Each person has different circumstances, goals, and priorities, and the scope of our work is tailored to the uniqueness of each client. In Year One, we will work through each area of Petra’s Proven Process with you. Your individual circumstances may dictate the order in which we will cover the different areas,but each area will be addressed during your first 12 months with us.
  • Will you be the only person working with me? At Petra, we work as a cohesive team. You will have a primary advisor and then work with the rest of our excellent team as different needs arise. Everyone at Petra will know who you are and learn how to best serve you.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Petra manages client assets on a discretionary basis, which means we do not contact the client every time we buy or sell something. When a client signs on with Petra, they complete a risk tolerance questionnaire which we then use to create the client’s Investment Policy Statement. The Investment Policy Statement incorporates the client’s goals, risk tolerance and return expectations. Petra will follow the guidelines of the investment policy statement in exercising discretion over security transactions without obtaining specific client consent for each transaction.
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David Forbes CFP®, CFA

David Forbes CFP®, CFA

CERTIFIED FINANCIAL PLANNER™ Certificant, CFA

Biography


What a privilege it is for me to lead our team at Petra, a team that lives and breathes our core values every day. And what a blessing to supply the dear people we serve, our clients, with solutions to help them achieve the outcomes in life they really want, both now and in the future.

The part of our core values that most resonates with me is the word excellence. For us at Petra, excellence means exceeding expectations. We rely on each other at Petra and as we together pursue excellence, it makes for a stimulating environment. Working together to exceed our clients’ expectations gives us both opportunity and great joy each day.

I oversee the Investment Management team, actively monitoring our clients’ investment portfolios and working closely with the financial planning team to coordinate investment activity with our clients’ desired outcomes.

I am a blessed man to have the role I have at Petra, to be a part of our unique team and to have the privilege of serving our clients. We have such hope for the future knowing that God will help us each step of the way.

My Team


At Petra, we have separate Investment Management and Financial Planning teams, but all our investment management work is done within the context of each client’s financial planning picture. This reliance on the entire team at Petra allows us to deliver a level of service that is excellent and shows our clients their value as members of the Petra family. No one service is performed in a vacuum and it is this comprehensive view of each client’s financial picture that enables wise choices in planning, investments, and areas beyond finances. I am a part of the Investment Management team, and one of the first things we will work on together is your Investment Policy Statement. This helps Petra understand your position on investing ...more


Jeff Gott
Jeff Gott

MBA

I am thrilled to be part of the Petra team. I have been professionally engaged in financial services for 15 years; for the past nine years specifically advising high net worth families. Clients are the first priority at Petra and that is critically important to me. My desire is to see you achieve what matters most to you and to help you live the life you imagine. I resonate with the concept of legacy and relationship. How do you want to be remembered by those who matter most? I believe that wealth is simply a tool, a means to an end. As a part of the Petra team, I seek to help move you along the continuum from alignment, to plan, to implementation as you pursue your unique legacy. In addition to financial planning and overseein ...more


In 1998 I started working with Petra as a Portfolio Administrator. Over the years, I discovered that my real interest was in Financial Planning. Helping clients turn their goals into a plan and seeing them achieve those goals is one of the greatest rewards of my career. I seek to listen and understand who you are, then clarify where you want to go. I want to hear your dreams and hopes and then work with you throughout the years to see them come to life. As a seasoned financial planner, I also enjoy my role as a mentor to the other members of the Financial Planning team. In my free time, my husband and I love entertaining, trying out new recipes, but most especially spending time with our grandchildren.


Communities Served

National

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 4:00 PM