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JP Mondeau, Financial Advisor

FINANCIAL ADVISOR
JP Mondeau

9032 W 88th Avenue, Westminster, CO 80005opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

About JP

After 31 years in corporate business development roles, I came to a point in my career where I had the luxury to pursue my passion: helping entrepreneurs, business professionals and families understand how to make their money work for them.

One of my core strengths is clarifying goals and then breaking them down into relevant and achievable next steps. Clients appreciate my passion to educate and my honesty and concern about what is going on in their lives. I have had the honor to work with families both as a volunteer and professional, helping them by understanding their financial risks.

I am...

Work History

  • Edward JonesJuly 2010 to Current

Education

  • Syracuse UniversityBachelor of Science

Personal Interests

  • Cooking
  • Hiking
  • Fishing
  • Vintage Cars

Team Members

  • Missy Saggau
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(303) 420-9104

Fax

(800) 252-1608

Office Address

9032 W 88th Avenue
Westminster, CO 80005opens in a new window

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