Wealth Planning Advisor
As a Wealth Planning Advisor, Celeste partners with our clients to build disciplined, measurable financial plans. Her goal is to create and implement a well-thought-out, strategic, purposeful plan that meets our clients’ individual, family, and business objectives. Using our proprietary, holistic financial planning approach, ConnectView, Celeste and her fellow wealth management consultants create tailored solutions to help our clients reach their goals.
In addition to serving as a wealth management advisor to our clients, Celeste partners with our local associates, who leverage her knowledge as a wealth management specialist. Celeste understands the intricacies of financial planning and acts as a wealth management consultant to our local advisors when they encounter particularly complex financial pictures. Using her experience as a private wealth advisor, our local teams build the financial plans our clients need to achieve their goals in every dimension of wealth.
Prior to joining First Western Trust, Celeste was a practicing attorney who represented the City and County of Denver and various other local governments. She drafted contracts, negotiated real estate transactions, represented local governments in district court hearings, and assisted local governments in the issuance of municipal debt. Celeste also has ten years of experience in investment operations and was previously an assistant portfolio manager at First Western Trust, where she gained valuable experience as a wealth planning specialist, prior to attending law school. Her experience is what makes her a knowledgeable wealth advisor.
Our Approach as Private Wealth Advisors
As a wealth management consultant, Celeste uses our ConnectView approach to understand our clients’ goals. She takes the time to understand what they hope to accomplish for their families, friends, and colleagues as well as their careers, retirement, and experiences. She and her team of wealth advisors also learn about the values and philanthropic goals that guide our clients.
Once goals have been established, Celeste and our team of wealth management specialists design a wealth plan that carefully integrates your entire financial picture. At many companies, wealth management specialists are siloed, building simply a portfolio or investment management plan. However, our wealth management consultants are committed to designing a holistic plan that integrates each aspect of your personal, business, and philanthropic goals.
Our Wealth Management Advisory Services
As a private wealth advisor, Celeste focuses on the goals of individuals and families. She supports clients by helping them map a successful estate plan, build educational tools, and connect these with their entire investment management plan.
For clients who are business leaders or executives, our private wealth advisors support you with business succession planning, entity structure consulting, treasury management, and building a 401(k) or retirement plan. Philanthropically, Celeste and our wealth management specialists leverage our other local experts to build charitable trusts, donor-advised funds, and impact investments.
Using tools like wills, trusts, tax planning, insurance, business succession planning, charitable giving strategies, and more, Celeste uses her knowledge as a wealth management advisor to help her clients build the wealth plans they need to achieve their goals.
To learn more about our of wealth management advisors and our approach to wealth planning, click here.
Getting to Know Celeste
How does your involvement with the community fulfill you?
Volunteering with the Rocky Mountain Great Dane Rescue for the last four years has been an incredibly fulfilling experience. Helping rescue, rehabilitate, and rehome Great Danes is definitely a passion!
What trait do you most admire in a person?
What is your most treasured possession?
My grandmother’s quilt.
- Juris Doctor from the University of Colorado Law School
- Bachelor of Arts in Latin American Studies from Wellesley College, Massachusetts
- Certified Financial Planner (CFP®) Designation
- Colorado Event Planner, Rocky Mountain Great Dane Rescue, Inc.
- Member, Colorado Bar Association
- Member, Colorado Hispanic Bar Association
- Member, Financial Planning Association