Seth King, Jr., ChFC®

Portfolio Manager

Seth is the portfolio manager for the firm’s clients. He uses both strategic and tactical models to manage client portfolios and he works with Charles to prepare for client reviews. Seth has expertise in the areas of investment analysis, retirement planning, long-term care planning, and Medicare planning. Seth was born and raised in Colorado. He is a Phi Beta Kappa graduate of Colorado College where he received a B.A. in Economics, Magna Cum Laude. He also has a M.A. in Economics from the University of Colorado-Boulder. Seth has also earned the Chartered Financial Consultant designation. He launched his career in the financial services industry in 1996, working as a portfolio analyst for over 100 clients. Seth has been working directly with individuals clients since 2001.