Broker Check
Daniel Grote, CFP®

 

Dan Grote is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings, and other investments.  He is a partner with Latitude Financial Group and a financial advisor with more than 15 years of experience in the financial services industry. Specializing in comprehensive financial planning, he works with business owners, executives, professionals, and retirees, serving as the quarterback of their advisory team. Utilizing some of the most advanced products available, and with extensive industry experience, Dan has been contracted by governmental and private entities for his comprehensive financial, investment, and insurance-based advice and direction.

Over the course of his career, Dan has held other positions of leadership. One of the positions was his presidency of the East Smoky Hill Metropolitan District where, in 2011, he led the district through a debt restructuring. As a result, taxpayers saved almost $1.5 million (or 17.3%) on the public debt incurred when the district was developed. Prior to forming Latitude Financial Group with his business partners, he worked as a financial professional with Hornor, Townsend & Kent, Inc. and New England Securities, and as a small business consultant with Qwest.

Dan received his Bachelor of Arts in International Business from Fort Lewis College and holds the CFP® certification. As a CERTIFIED FINANCIAL PLANNER™ professional, he has fulfilled rigorous education and experience requirements and makes it his goal to uphold a high level of ethics, objectivity, and professionalism.

Dan is actively involved in his community volunteering with and fundraising for a number of nonprofits, including The American Colon Cancer Society, Mount Saint Vincent Home, Palomino Pals, and Save Our Youth. Along with his wife, Dana, and their three children, Brendan, Alaina, and Liam, the Grotes call Aurora, Colorado home. In his spare time, Dan enjoys golf, fly fishing, downhill skiing, hiking, camping and the Colorado Outdoors. He aspires to become a licensed pilot as he enjoys domestic and international travel.

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