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.
Hours
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 |
Cost
What Is a Special Needs Planner?
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 plann...