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Mini jeff gott
Petra Financial Advisors, Inc.
Colorado Springs, CO

Jeff Gott

CFP®
Helping people in financial transition determine what they want and how to get there

Meet Jeff

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Video Transcripts

I look forward to hearing your story and helping you achieve what matters most to you.

As for me, I am a CERTIFIED FINANCIAL PLANNER™ with Petra Financial Advisors. At Petra, our mission is to transform financial dreams into tangible plans, helping those we serve achieve the life that they imagined. Please watch our videos for more information.

Petra Financial keeps people like you focused "above the horizon" on what…

I look forward to hearing your story and helping you achieve what matters most to you.

As for me, I am a CERTIFIED FINANCIAL PLANNER™ with Petra Financial Advisors. At Petra, our mission is to transform financial dreams into tangible plans, helping those we serve achieve the life that they imagined. Please watch our videos for more information.

Petra Financial keeps people like you focused "above the horizon" on what matters most and why it is important. Petra then works "below the horizon" with the various strategies, tactics and tools that make dreams become reality.

Throughout my financial services career I've had the privilege of working with gifted, generous people who want to make the world a better place. Through them I have personally transacted over $160 million in charitable opportunities while releasing good around the globe.

Previously I was an Executive Vice President of a Colorado-based national Public Foundation, a Marketing Vice President of a major publishing house, and a Strategy Consultant with an international consulting firm. I have experience primarily in financial services and philanthropy. Other areas of experience are publishing, children's video production and music distribution.

I successfully merged banks during the Savings and Loan crisis in Texas, participated in implementing the largest database in Europe at the time, executive produced an award winning children's video and managed the first western rock group to tour in Mongolia. I have been to 49 of the 50 states in the US and 39 countries around the world. I am passionate about my wife and two children.

What brings out the passions in you?


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

MBA - Vanderbilt University
Bachelors - Miami University-Oxford
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