As a CFP® professional, I am dedicated to helping individuals, families, athletes, and small businesses pursue their financial goals. I believe in biblical principles on how to manage money, build wealth, and pursue increased generosity and have obtained my Certified Kingdom Advisor CKA® designation to help clients navigate the financial realm from a biblical perspective. I specialize in helping my clients set goals, develop a plan, and understand the investment options they have to work towards those goals. I strive to help clients keep an eternal perspective, practice generosity, and be content in all circumstances.
As a former professional basketball player, I enjoy giving seminars to help college student-athletes understand the financial challenges and opportunities that entering the working world brings. I am passionate about teaching and helping people truly understand their financial decisions before they make them.
My beautiful wife Maura works as a Finance Manager and Civil Engineer in Boulder, CO and we have two sons, Liam & Finn, who give us so much joy. We love to travel and spend time with family and we attend Denver United Church near our home in Denver, Colorado.
I am a CERTIFIED FINANCIAL PLANNER™ and am dedicated to putting my clients' needs first. I attended the University of Colorado at Boulder and received my Bachelor’s degree in Business Administration with emphasis in Finance with high honors. I played basketball for the Buffs, where I was an Academic All American and Big XII Conference 6th Man of the Year. I went on to play professionally in Spain, Poland, and Germany before returning to Colorado to pursue my passion of being a financial advisor. My experiences in Europe have helped me understand the complexities of the global economy and extend that knowledge to my clients. It has also taught me how to build relationships with all types of people from different cultures and backgrounds.
I have my Series 7 and 66 securities registrations held at LPL Financial, and I am Life, Accident & Health Insurance licensed in Colorado. I am licensed to sell Long Term Care Insurance in the state of Colorado as well.
Levi Knutson, CFP®, CKA®
Financial Advisor
E-Mail: Levi.Knutson@lpl.com
Work: (303) 396-0629
Mobile: (720) 648-1922
True Wealth Advisors Inc.
8301 E. Prentice Ave., Suite 403
Greenwood Village, CO 80111