Professional Focus and Services

Ken Jacobs of Progressive Asset Management of Colorado, Inc. provides comprehensive financial advice and planning services to his diverse client base. His service underscores the importance of establishing and maintaining an ongoing relationship with his clients. This relationship is based on developing a solid understanding of his client’s unique financial needs and goals. He begins by developing a firm understanding of your current situation, immediate and long-term priorities, and social values. He can then assemble the financial tools to help you fulfill your objectives.

Ken’s clients include small businesses, individuals and families, and non-profit organizations. Ken’s diverse client mix is intentional. He believes that this is a fundamental part of the diverse, sustainable culture and economy that socially responsible investment is all about. Ken helps clients just starting on the path to responsibly meeting their financial goals, as well as those who need assistance with wealth management and estate planning.

One of Ken’s specialties is serving small businesses and non-profit organizations with a focus on building a just and sustainable economy, helping them to develop consistency between the mission of their organization and the financial tools they utilize.

Ken’s approach is comprehensive because he believes that there are constant interrelationships and synergies in meeting his clients’ financial needs.

For example, saving for retirement and education needs may be competing priorities. Similarly, the client’s ability to continue to save is dependent on continued good health and ability to earn an income. Therefore, protection as well as investment is a fundamental part of a responsible financial strategy.

Based on Ken’s extensive public-sector experience prior to becoming a financial advisor, his clientele includes many members of the Colorado Public Employees Retirement Association (PERA). Ken specializes in many important issues that PERA members and other public sector pension fund participants face.

In addition to First Affirmative’s managed asset programs, Ken uses the following tools to fulfill clients’ needs:

Professional Affiliations
Ken has been a Network Adviser of First Affirmative Financial Network and the Social Investment Forum since he entered the business in 1998. He established Progressive Asset Management of Colorado, Inc. in 2006 to continue to focus his practice on socially responsible investing. Ken is also a member of the Social Investment Forum and CORE Colorado. The latter is an organization of Colorado businesses dedicated to progressive, sustainable,and socially responsible business practices. Each of these affiliations gives Ken and his clients access to state of the art socially responsible business and investment practices. Progressive Asset Management of Colorado, Inc. is affiliated with Progressive Asset Management, a national network of advisors specializing in Socially Responsible Investment since 1987. Back to Top

Education and Experience

Ken’s entire career and education have focused on the nexus between sound financial management and responsible social and environmental policy. Ken has been a financial advisor since 1998. His licenses, registrations and designations include

• CERTIFIED FINANCIAL PLANNER™ (CFP®),
• Series 7 and 63, and
• Life & Health Insurance License.

Prior to becoming a financial representative, Ken had more than 17 years experience in finance and public policy. His work experience included serving as the Budget Director of the Colorado Department of Revenue from 1988 to 1995, and as a senior budget and policy administrator at the University of Colorado at Boulder from 1995 to 1998. Prior to this work, Ken worked at the Solar Energy Research Institute in Golden (now the National Renewable Energy Laboratory) and with an economic consulting firm in Denver. Ken joined New England Financial as a Registered Representative in 1997 and established his own firm, Progressive Asset Management of Colorado, Inc. in 2006.

Working in a comprehensive financial planning environment, Ken relies not only on his own expertise and experience, but on that of other members of Progressive Asset Management and Financial West Group.

Ken earned his Masters of Public Policy from the University of Michigan (1980), and his Bachelors degree in Political Science from Colorado College (1978).

Community Involvement
Ken contributes his time and financial expertise to the community by participating in the Harmony Village Cohousing Association in Golden (where he lives with his family), and as a Board Member of the Loveland Ski Racing Club.Back to Top

Disclaimer
Securities offered through Financial West Group, Member FINRA, SIPC.
Member, Progressive Asset Management, the socially responsible investment division of Financial West Group
Financial West Group Office of Supervisory Jurisdiction: 250 Redington Avenue, Troy, Pennsylvania 16947; phone: 570.297.0629. Ken Jacobs subscribes to a package of professional services offered by First Affirmative Financial Network, LLC (FAFN). He is not an investment advisory representative of FAFN. First Affirmative is not an affiliate or subsidiary of Financial West Group or Progressive Asset ManagementBack to Top

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