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Michael Kitch, CFP®

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone: 303.805.9833
Email: cfs-mkitch@bellco.org

Branches:Lone Tree, Longmont, Parker

Mike has 19 years experience serving clients as a financial advisor. His last fifteen years have been spent working with credit union members across the Denver Metro Area helping them plan for their short term, intermediate and long term goals. He believes that every client situation is unique and requires it's own specific investment plan to meet their overall financial objectives. Mike specializes in retirement planning, 401(k) rollovers, life insurance, estate planning and college savings plans. Mike is a graduate of Colorado State University and holds the following licenses: Series 7, 52, 9, 10, 63, 65/66 and life insurance. Mike graduated from Colorado State University in 1997. He is licensed to provide investment advice in Colorado as well as North Carolina, Texas, and Hawaii.

Mike currently resides in Littleton, Colorado with his wife Barb and his children Mary and Matthew. His hobbies include fishing, camping and working with his kids actively in sports.

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through Bellco. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

 


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