Dustin Bell
MBA
Fee Structures
Monthly
$300+/mo
Annual
$3,000+/yr
One-time
$3,000+
Hourly
$300/hr

About Me

Before founding Reflective, I enjoyed a successful career in finance, analytics, and strategy. I’m a former CFO, COO, and Fortune 50 strategy executive. I’m also a two-time entrepreneur who understands the challenges and opportunities in building your own business.

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.

Mission Statement

I help pre-retirees develop masterplans for their future that create clarity and increase confidence in financial decision-making.

Why I Became an Advisor

I founded Reflective Financial because I love 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

Pre-Retirement Planning
Tax Strategies
Investments
Retirement
Social Security

Ideal Clients

DIY Investors
Pre-Retirees
Engineers and Scientists
FIRE
High Net Worth

Contact Information

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