Wealth Advisor , RJFS
6400 S Fiddlers Green Cir, #1340
Greenwood Village, CO 80111
Tsali Ricketson started his career in the financial services field in 2004. He was guided by the idea that everyone should have access to elite financial services which encompass financial planning, sophisticated trading and everything in between. He was mentored by Peter Mindock, a well-known advisor in the Denver area. What started out as a work relationship developed into a true friendship that blossomed under shared beliefs and passion for the financial markets. The philosophies of doing what is best for the client and understanding that each client—each portfolio—is precious are foundations built while working with Peter.
Tsali is able to synthesize complicated market themes and how they can apply directly to clients’ portfolios as well as communicate the macro ideas on a personal level ensuring every client understands and is informed. He focuses on building trust with clients based upon sound investment knowledge weaving that into a client’s needs and wishes. Tsali utilizes his degree in psychology from Yale to help assuage market and portfolio concerns. He believes conversations with clients are a two-way street and involve collaboration and participation instead of solely focusing on trying to maximize gains.
Tsali is a designated Certified Portfolio Manager® from Columbia University. Additionally, Tsali holds his Series 3, 7, 9, 10, 31, 66, Life, and Variable Annuity insurance licenses. These intense programs taught many important and innovative methods for understanding portfolios, especially focusing on minimizing risk. Preserving a portfolio while moving it forward is something he understands very well as a former Yale Offensive Lineman.
Tsali lives in Centennial, Colorado, with his wife, Cherry, and daughters Talei, Kaiya and Melia.
Tsali’s Five Favorites
Field of Dreams
Pretty much anything Cherry cooks
Art of War
by Sun Tzu
Your Wealth Advisor partners with you to map strategies for you to accomplish Goals that strive to reach Your Financial Purpose. They are:
- Managing Your Financial Team
- Working with You to establish Your Goals, Objectives, and Strategies
- Collaborating with Your Tax Planner, Estate Planning Attorney, Insurance Broker/Company, and Other Financial Professionals
- Developing and Implementing processes, tools, and education material to ensure you are making informed decisions
- Ensuring Your Financial Plan and Your Portfolio stay in sync and on track toward accomplishing Your Goals
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy