Jens Fonnesbeck CFP®
Jens serves as a Financial Advisor providing comprehensive financial planning, investment management and insurance services to clients. He’s experienced in providing complex solutions to meet outcomes of his clients’ unique financial goals.
As a client advocate, Jens strives to build meaningful relationships through a deep understanding of his client’s financial goals. He continuously engages clients and provides tailored advice and guidance to help them throughout their financial journey.
Credentials
Jens has worked in the wealth management industry since 2008 assisting clients with financial needs at Fidelity Investments, Bernstein Global Wealth Management and US Bancorp Investments. He’s served as a Private Client Specialist, Relationship Manager, Financial Consultant and Wealth Management Advisor.
Jens holds Series 7, 9, 10, 63 and 65 securities registrations along with Life and Health insurance licenses. He earned his bachelor’s degree in economics from the University of Utah.
Passions
Jens is originally from California, but moved to Colorado in 2010 and immediately felt at home for the first time. After marrying Jesse, the two have added a goldendoodle named Honey and a flock of chickens to the fold. Jens has a passion for planning, supporting those closest to him, and developing lifetime relationships with his clients. Outside of work you can find him traveling around the world to visit his family, spending time in the mountains to hike and ski, and working on home projects that seemingly multiply by the day!
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE