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Patrick Janssen, CDFA, CRPC, APMA, MBA


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Counties served: Boulder, Denver

Certified Divorce Financial Analyst, Wealth Advisor

EMAIL

New Beginnings Divorce Financial Solutions

5251 DTC Parkway Suite 1045 Greenwood Village, CO

720-805-0051


About ME

Patrick Janssen is a Certified Divorce Financial Analyst and Wealth Advisor with New Beginnings Divorce Financial Solutions, who specializes in creating an equitable financial agreement for couples going through divorce. Having direct and indirect exposure to divorce as a Financial Advisor, Patrick fully appreciates how a CDFA® (Certified Divorce Financial Analyst®) can help clients understand how the financial decisions today will impact the client’s financial future, based on certain assumptions. He has successfully created financial plans for hundreds of divorce cases working with individuals, couples, family law attorneys, and mediators. He is passionate about helping others avoid the common financial mistakes that often occur and can adversely impact lifestyle quality for many years.

Prior to establishing a successful divorce financial planning business working with business owners and corporate executives, Patrick spent twenty-three years as an experienced leader building and leading service organizations establishing industry standards for operational excellence and premier client experience. His background includes the successful launch of five business startups as well as executive level operations leadership for several Fortune 500 companies.

Patrick earned a BS Finance degree from the University of Wisconsin Milwaukee and his MBA from the University of Denver Executive MBA program. He holds the designation of CDFA® (Certified Divorce Financial Analyst®), CRPC® (Chartered Retirement Planning CounselorSM), and APMA® (Accredited Portfolio Management AdvisorSM).

Patrick continues to spend his free time snow and water skiing, motorcycling, hiking, exercising, and flying. He has a son and daughter, both adults, and stays actively involved with his church. Patrick is committed to making a positive difference in the lives of others both professionally and personally.

EDUCATION 

  • BS Finance degree - University of Wisconsin Milwaukee

  • MBA - University of Denver Executive MBA program

  • CDFA® (Certified Divorce Financial Analyst®)

  • CRPC® (Chartered Retirement Planning CounselorSM)

  • APMA® (Accredited Portfolio Management AdvisorSM).

PROFESSIONAL ASSOCIATIONS

  • Metro Denver Interdisciplinary Committee - Board Member

  • Colorado Collaborative Divorce Professionals - Board Member

COLLABORATIVE TRAININGS Taken

  • Introduction to Collaborative Divorce Level 1

  • Collaborative Divorce Level 2

Presentations Given

  • Introduction to Collaborative Divorce -Denver and Durango

  • Role of a CDFA to Colorado Collaborative Divorce Professionals membership