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Curt Clegg, CFP

Curt Clegg leads a dual-structured practice to provide comprehensive support for the Louisville, Colorado community. As a CFP® professional and fiduciary, he balances expert retirement and investment guidance with a transparent approach to risk management, ensuring the Front Range neighbors receive professional, tailored care.

CFP CERTIFIED

Curt operates AMA Financial Planning, a state-registered RIA offering hourly, fee-based planning at $250/hr for retirement, Social Security, and estate needs. Separately, he leads AMA Financial Partners, an independent brokerage providing commission-based insurance (auto, home, life, and annuities) via multiple carriers.

Local Roots

We support neighbors across the Front Range through our unique hourly planning and insurance brokerage structure. Our team provides clear, versatile solutions for families wherever they live.

Louisville
Boulder
Superior
Lafayette
Broomfield
Arvada
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