Brian Lichtenheld, CFP®

Advisor

I serve as an Advisor and Impact Specialist at BSW Wealth Partners and am a CERTIFIED FINANCIAL PLANNER™ professional.  I strive to provide warm, cheerful service to BSW client families, and I’m steadfast in my commitment to meticulous research and analysis on their behalf.  In addition to advising, I am a strong proponent of the firm’s impact efforts, both holistically, as well as within the impact investing realm.  I am an enthusiastic advocate of the firm’s B-Corporation certification and take great joy in representing BSW, and BSW clients, among key impact constituencies.

Prior to joining BSW, I worked for nearly a decade at an investment management and wealth advisory services firm in Boulder, while spending many nights and weekends leading the Corporate Social Responsibility efforts for a local consumer packaged goods company.

Away from BSW, I balance my time between volunteering, rock climbing, reading, championing conscious consumerism & impact investing, and spending meaningful time with family and friends.

Education, accreditation, leadership and service:

  • BS, With Distinction, in Business Administration, emphasis in Finance & Accounting (and Real Estate Certificate recipient), University of Colorado, Boulder – Leeds School of Business
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Professional Certificate in Corporate Social Responsibility, University of Colorado, Boulder – Leeds School of Business
  • Board Member – B Lab’s B Local Colorado
  • Board Member – Alliance Center’s Best for Colorado
  • Member – Investors & Indigenous Peoples Working Group
  • Mentor – University of Colorado, Boulder – Leeds School of Business PMP program
  • Volunteer – Roundup River Ranch
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