Dustin Bell
Fee Structures
Monthly
$300+/mo
One-time
$1,500+
Hourly
$300/hr

About Me

Before founding Reflective, I enjoyed a successful career in finance, analytics, and strategy. I’m a former CFO and COO. I was a strategy executive at a Fortune 50 company where I built analytically complex, high consequence business plans. I was an investment portfolio manager and assistant controller at a commercial bank. I’m also an entrepreneur who has launched two businesses.

In addition, I have an MBA and a Certificate in Financial Planning. I’ve passed the CERTIFIED FINANCIAL PLANNER™ Exam and the Series 65 Uniform Investment Adviser Law Exam.

When I’m not working, you’ll often find me trail running or having fun with friends and family in the mountains of Colorado.

Why I Became an Advisor

I founded Reflective Financial because I love financial planning and helping clients build meaningful lives. I enjoy the math and human interaction. I enjoy the big questions about life that flow from the process. If you choose to work with me, you’ll be choosing a financial strategist who will care a lot about seeing you succeed and work hard to make it happen.

Areas of Specialization

Employee Benefits
Investments
Retirement
Tax Strategies
College Savings

Ideal Clients

DIY Investors
FIRE
Engineers and Scientists
Non-profit professionals
Young Professionals

Contact Information

Denver, CO
Meets Virtually
Meets In-Person
Accepting New Clients