Team
Our team at NewWest Advisors has been serving the Boulder area since 1983. We are committed to providing intelligent and caring wealth management strategies delivered with an unprecedented level of personalized service to our clients. We are dedicated to developing lasting relationships with all of our clients. We believe in helping each client assess their unique needs, and then work to develop and implement a plan to pursue their financial goals.
David Richey, CFP®, ChFC, CRPC™
Wealth Management Advisor
David is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Financial Consultant, and a CHARTERED RETIREMENT PLANNING COUNSELOR™. He has been helping clients with their investment and insurance needs for thirty years.
Pam Rosenblum
Financial Advisor
303-415-2524
I began my career as a research scientist, but found my true calling in the financial world as I watched my mom struggle with her own retirement plans. I felt deep gratification in helping her make sense of her financial picture. I...