Broker Check
David Stevens, CFP®, CPA

For nearly three decades, David has tirelessly served professionals, business owners, families and singles with his personal approach to helping them achieve financial success. David is the founder and President of Irongate Financial Services, Inc., offering his clients a broad range of professional financial planning services, investment and insurance options. His approach and process to create success for his clients is driven by his on-going passion for their financial well-being and his love and enthusiasm for the business. He keeps his clients focus on the mission of helping them achieve financial “peace of mind” by carefully guiding them through the inevitable ups and downs of the financial climate of the times. David’s success with his clients is also achieved through his close collaboration with them and his experience and knowledge of all the financial options in the marketplace to choose from.

David works as a teacher/financial mentor to his clients. Early in the planning process with a new client, and on an on-going basis with all clients, David identifies financial options and their risks and rewards to clearly help his clients understand the varied and diverse choices they have to choose from. David works hard at doing all he can to remove the mystery from the financial planning/money management opportunities and challenges that exist – allowing his clients to make informed and educated choices designed to achieve the financial success they desire.

David’s value and long standing relationships with his clients is clearly illustrated by the fact that his client retention rate of over 90% is amongst the highest in the industry and is a tremendous source of pride for him.

Dave has earned the Certified Financial Planner® designation, and is licensed as a Certified Public Accountant. He is also a licensed insurance agent, and holds various securities licenses. He offers investment advisory services through his RIA, Irongate Financial Services, Inc., registered with the state of Colorado, as well as offering securities and investment advisory services through Genéos Wealth Management, a broker/dealer and member of FINRA and SIPC. He has earned a Bachelor of Science degree in Business and Accounting from the University of Nebraska – Lincoln and a Master of Business Administration degree from the University of Nebraska. In addition, Dave continually updates his financial knowledge through on-going classes and seminars.

David donates a great deal of service to the community as a member of the Board of Directors for Arapahoe House, Front Range Cycling Club, and Rocky Mountain Rowing Club, as well as his efforts as a member of the Audit Committee for Pinnacol Assurance. He has generously given his time to many other community organizations over the years such as: Treasury of the Colorado Financial Planning Association, Personal Financial Planning Committee of the Colorado Society of CPA’s and Chairman of the Society’s Insurance Committee, Secretary of the Rotary Club of Denver Southeast, and Treasurer of Community Shares of Colorado.

Designations: Certified Financial Planner™ (1992) CPA/PFS (1980), Registered Representative
Emphasis: Retirement planning, estate planning, comprehensive financial planning
Education: BS Degree, University of Nebraska, MBA Degree, University of Nebraska
Years of industry experience: 27

Irongate Financial Services: http://www.irongatefinancial.com/

LinkedIn Page: http://www.linkedin.com/pub/david-l-stevens-mba-cpa-cfp-r/2/980/616