David Bear CFP®, ChSNC®, CAP®, AEP®

Envision Financial Partners

David Bear CFP®, ChSNC®, CAP®, AEP®

Envision Financial Partners

David Bear CFP®, ChSNC®, CAP®, AEP®

Envision Financial Partners


David Bear CFP®, ChSNC®, CAP®, AEP®  Financial Planner and Managing Partner at Envision Financial Partners.

  • Started career in Financial Services in 2009, joined Prudential Advisors in 2015
  • CERTIFIED FINANCIAL PLANNER™ The certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards.
  • Chartered Special Needs Consultant (ChSNC®) designation provides the skills to help parents and caregivers in special needs situations plan for immediate and long-term considerations.
  • Chartered Advisor in Philanthropy (CAP®) designation focusing on strategies for philanthropic planning to advise clients on charitable giving or guide charitable organizations in their fundraising efforts.
  • Accredited Estate Planning (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
  • National Association of Estate Planners and Councils (NAEPC®) member since 2020
  • Denver Estate Planning Council (DEPC) member since 2020
  • FINRA Registered Representative (Series 6, 7, 63, and 65)
  • Colorado resident since 1989; Greenwood Village, CO since 2010
  • David and his wife enjoy gardening and playing cards, and are avid bridge players

Firm Description

At Envision Financial Partners, we believe products are simply a means to an end. We all need tools to achieve things. The deeper question is, what do you wish to achieve? In our model, cracking the code can be a shared experience that isn't found in documents and policies and asset allocation models.


Day From To
Monday 8:00 AM 5:30 PM
Tuesday 8:00 AM 5:30 PM
Wednesday 8:00 AM 5:30 PM
Thursday 8:00 AM 5:30 PM
Friday 8:00 AM 5:30 PM


What Is a Special Needs Planner?

Main Office

9250 E Costilla Ave
Suite 603
Greenwood Village, CO 80112

On the web

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