Billy Funderburk, CFP, MBA
Professional Focus and Services
Billy specializes in socially responsible investing. He believes that financial success results from developing a long-term plan and sticking to it. He uses a disciplined consulting process designed to help you identify your personal and financial goals and values. He then uses these findings to develop and implement solutions to help you achieve your goals while staying aligned with your values.
Your initial consultation is without fee or obligation. Billy's preferred method of compensation is a simple fee for service arrangement, whereby you will pay a percentage of the assets under management. He believes that this helps to insure that our goals are aligned. In the event that another compensation arrangement is warranted, you will be informed up front as to why the proposed compensation arrangement is justified.
Areas of focus are:
• Socially responsible investing
• Asset management services
• Financial planning (including written plans)
• Small business retirement plan (SEP, SIMPLE IRA, 401(k), etc.)
• Life insurance, disability insurance and long-term care insurance
• Certified Financial Planner™
• Member, Financial Planning Association
• Member, Boulder County Estate Planning Council
• Network Member, First Affirmative Financial Network
• Member, US SIF (forum for sustainable and responsible investing)
• Member, Green America
Education and Experience
Billy received his bachelor of arts in business administration from Baker University in Baldwin City, Kansas and his master of business administration from Colorado State University in Ft. Collins, Colorado. After getting his start with Edward Jones, he formed his own independent firm, Funderburk Financial. He believes that it is independence that allows him to deliver unbiased financial advice.
Billy is a Certified Financial Planner.™ The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Billy is an active member of the Twin Peaks Rotary Club in Longmont, Colorado. He regularly volunteers to teach ethics at the local high school, helps with downtown and greenway clean up, and helps with fund raisers supporting numerous worthy causes.
Securities offered through Securities America, Inc., Member FINRA/SIPC, and advisory services offered through Securities America Advisors, Inc., Billy Funderburk, Representative. Funderburk Financial and the Securities America companies are unaffiliated.
Billy Funderburk subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).