As a CFP® professional, Levi Knutson is dedicated to helping individuals, families, athletes, and small businesses pursue their financial goals. He believes in biblical principles on how to manage money, build wealth, and pursue financial peace. Levi specializes in helping his clients set goals, develop a plan, and understand the investment options they have to work towards those goals. He works with people at all stages of their financial journey.
As a former professional basketball player, Levi enjoys giving seminars to help college student-athletes understand the financial challenges and opportunities that entering the working world brings. He is passionate about teaching and helping people truly understand their financial decisions before they make them.
Levi is married to his beautiful wife Maura who works as a bridge engineer in Boulder, CO. They attend Cherry Hills Community Church in Highlands Ranch, and also help facilitate Dave Ramsey’s “Financial Peace University” class at local churches.
Levi is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to putting his clients' needs first. Levi attended the University of Colorado at Boulder and received his Bachelor’s degree in Business Administration with emphasis in Finance with high honors. He played basketball for the Buffs, where he was an Academic All American and Big XII Conference 6th Man of the Year. He went on to play professionally in Spain, Poland, and Germany before returning to Colorado to pursue his passion of being a financial advisor. His experiences in Europe have helped him understand the complexities of the global economy and extend that knowledge to his clients. It has also taught him how to build relationships with all types of people from different cultures and backgrounds. He is fluent in Spanish.
Levi has his Series 7 and 66 securities registrations held at LPL Financial, and is Life, Accident & Health Insurance licensed in Colorado. He is licensed to sell Long Term Care Insurance in the state of Colorado as well. Levi is securities licensed in Colorado, California, and Michigan.
LPL Financial Advisor
E-Mail: [email protected]
Work: (303) 396-0629
Mobile: (720) 648-1922
True Wealth Advisors Inc.
8301 E. Prentice Ave., Suite 403
Greenwood Village, CO 80111
*Dave Ramsey is not affiliated with LPL Financial, and the views of Dave Ramsey do not necessarily reflect the views of LPL Financial.