Javier Tafoya Email & Phone Number
Founding Partner @ Axiom Wealth Alliance
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Javier Tafoya Location
- Denver, CO, US
Javier Tafoya Work
- 2022 -now Founding Partner @
- 2022 -2022 Executive Vice President @
- 2020 -2022 Regional Vice President @
- 2019 -2020 Regional Vice President @
- 2014 -2018 Financial Consultant and Retirement Planning Specialist @
- 2010 -2013 Managing Director @ Alpha Centurion Group
- 2008 -2009 VP Business Development @
- 2003 -2007 CEO and Founder @ Capital Trust Mortgage Corp.
Javier Tafoya Education
- The Wharton School
Executive Studies Program (Retirement Planning Specialist)
2017-2017 - Regis University
Master of Business Administration (M.B.A.) (Finance)
2012-2014 - Regis University
Bachelor of Science (B.S.) (Finance)
Javier Tafoya Skills
- Wealth Management
- Financial Planning
- Executive Benefit Strategies
- Retirement Planning
- Investment Advisory Services
- Risk Management
- Estate Planning Strategies
- Alternative Investments
- Estate Planning
- Leadership
- High Net Worth
- Fixed Annuities
- Bonds
- Fixed Income
- Sales
- Wealth Management Services
- Portfolio Management
- IRAs
- Business Development
- Business Analysis
- Variable Annuities
- 401k
- Series 66
- Asset Allocation
- Strategy
- Financial Services
- Equities
- Life Insurance
- FINRA
- High Net Worth Individuals
- Microsoft Office
- Investment Strategies
- Microsoft Word
- Asset Management
- Proprietary Trading
- Financial Analysis
- Disability Insurance
- Wealth
- Startups
- Private Equity
- Management
- Personal Finance
- Executive Benefit
- ETFs
- Options
- Series 7
- Employee Benefits
- Securities
- Investment Management
Javier Tafoya Summary
- Javier Tafoya, based in Denver, CO, US, is currently a Founding Partner at Axiom Wealth Alliance. Javier Tafoya brings experience from previous roles at Equitable Advisors and AXA Advisors, LLC. Javier Tafoya holds a 2017 - 2017 Executive Studies Program in Retirement Planning Specialist @ The Wharton School. With a robust skill set that includes Wealth Management, Financial Planning, Executive Benefit Strategies, Retirement Planning, Investment Advisory Services and more. Javier Tafoya has 1 emails and 1 mobile phone numbers on RocketReach.
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