meet our members
Simon K.A. Dogbe, CFP®, RICP®, CLTC
Email: [email protected]
As a Certified Financial Planner, my aim is to help you identify your current financial picture with your future financial goals. Be it for retirement planning, saving for kids college, or simply wealth building and preservation we will outline the options available and recommend the most efficient way to hit your goals. Being licensed with Northwestern Mutual a Fortune 100 company and the most financially secure company in the industry allows me access to products that others can’t use in either the insurance or investment space.
What brought us to this valley:
Born in London, I originally moved here after University to play rugby for the Gentlemen of Aspen after getting an Economics and Finance Degree from Loughborough, England. It wasn’t long before I fell in love with the people/ the place and I realized I probably wasn’t going to go back to England. It was always my intention to be in the Finance Industry from a young age. After a few years of working in Hotel Management, Northwestern Mutual gave me the opportunity to open up a Branch Office and build a team.
3 Favorite Spots:
Skiing Snowmass with my kids
Wagner Park Rugby