Byron Dyck, CFP®

Byron Dyck, CFP®

Vice President, Clergy Planning Group

Byron, originally from Vancouver, BC, received his BS in Business Administration and CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation from Biola University, La Mirada, CA. He lives in Denver, CO where he enjoys the outdoors, biking, hiking and skiing as often as possible.

He has worked in the financial services industry for over 25 years, serving his clients in Colorado and throughout the country as a financial consultant.

He provides expert retirement strategies, income, asset management and insurance solutions for individual families, ministry professionals and small business owners.

Byron specializes in educating clients, as well as, other advisors utilizing the latest financial software, including asset allocation analysis, retirement income forecasting, and estate planning.

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

California Insurance License #: 0B44825


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 720-946-4426