Colby Ripsam
CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst®
LPL Financial Advisor
Background
Growing up around family steel fabrication, animal health, and wealth management businesses, Colby learned from an early age that working hard and having a positive vision are two extremely important attributes in business and in life. He believes these attributes help you build meaningful relationships and make a true impact in the world.
Colby was born and raised in Northern Colorado. He graduated from Fossil Ridge High School in Fort Collins and then the University of Colorado in Boulder. After three years of working in Boulder, Colby came home by partnering with his father Tony and becoming a Financial Advisor at Peakview Wealth Management in 2021. He also serves on the NoCo Foundation's Finance Committee. Colby met his wife Danielle at CU and she is a Pediatric Occupational Therapist in Greeley. Together, they enjoy spending ample time with family, serving together at their church, and staying active in the outdoors.
Biography
Colby started in the wealth management industry in 2018. Before joining Peakview Wealth Management, he worked on multiple advisory teams for high-net-worth individuals at two of Colorado's largest independent wealth management firms. Colby graduated with distinction from the Leeds School of Business at the University of Colorado, concentrating in Finance and Financial Planning. He has also completed Executive Education in Investment Management at the Yale School of Management.
Colby is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® professional. These two highly recognized industry designations demonstate advanced education in the fields of financial planning and investment management. Colby serves a diverse set of clients including early to mid career professionals, pre-retirees, retirees, and mulitple generations of families. His expertise includes financial planning, portfolio management, tax planning, insurance planning, estate planning, and small business retirement plans.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.