Roy Hucke, CFP® CEPA®
Co-Founder | Principal Advisor | Johnstown, CO
Guidance for major financial decisions and life transitions
Objective advice. Thoughtful planning. A steady partner through the moments that matter most.
As COO, Head of Education, and co-founder of Credentialed Wealth Advisors, I bring a passion for education-based stewardship to wealth management. A former high school math teacher turned financial advisor in 2009, I earned my CFP® designation in 2016 to help clients navigate their financial goals through ongoing learning. Alongside my long-time Client Experience Coordinator, Becky Weber, I am dedicated to empowering investors through every stage of their financial journey.
What is your risk tolerance?
The Risk Number helps us ensure your goals and expectations. Your portfolio should represent your comfort level, not ours. Take this very simple questionnaire to find out your risk number in minutes.