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.

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