Petra Financial Advisors, Inc.
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Dave Forbes | President, CFA, CFP®
What a privilege it is for me to lead our team at Petra, a team that lives and breathes our core values every day. And what a blessing to supply the dear people we serve, our clients, with solutions to help them achieve the outcomes in life they really want, both now and in the future.
The part of our core values that most resonates with me is the word excellence. For us at Petra, excellence means exceeding expectations. We rely on each other at Petra and as we together pursue excellence, it makes for a stimulating environment. Working together to exceed our clients’ expectations gives us both opportunity and great joy each day.
I oversee the Investment Management team, actively monitoring our clients’ investment portfolios and working closely with the financial planning team to coordinate investment activity with our clients’ desired outcomes.
I am a blessed man to have the role I have at Petra, to be a part of our unique team and to have the privilege of serving our clients. We have such hope for the future knowing that God will help us each step of the way.
Who We Are
We are a team committed to building lifelong relationships with the individuals and families we are honored to serve.
What We Do
We help families gain financial clarity and order, enabling wise choices for today, tomorrow, and future generations.
We are a catalyst for the transformation of dreams, hopes, goals, and aspirations into tangible planning designed to help each of our clients achieve what matters most to them.
Why We Exist
To honor God, love others, and serve with excellence.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Forbes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
David Forbes is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact David Forbes
2 North Cascade
Colorado Springs, CO 80903-1650