About Us

Javier Tafoya

Regional Vice-President
At Retirement Group Retirement Planning Specialist
Phone: 720-946-4337
Mobile: 303-547-2811

Javier L. Tafoya, CPFA, MBA, is Regional Vice President and Retirement Planning Specialist with Equitable Advisors in Denver, Colorado. In his role as Regional Vice President, Mr. Tafoya oversees the growth and development of the Rocky Mountain Region.  Along with his team, he coordinates strategies designed to build and protect the wealth of his clients providing tax efficiency, in collaboration with tax professionals, in all aspects of design and implementation, including the management, distribution, and transitioning of client’s assets. In 2020 ColoradoBiz recognized his work in business and the community by naming Mr. Tafoya one of  the 50 most influential young professionals from across all industries in the state of Colorado. In 2017 upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania, he was awarded the title of Retirement Planning Specialist by Equitable Advisors.

 

Vision:

“Our commitment to our clients is to provide clarity and to act in their best interest at all times. Our goal is to build a relationship around the best advice and world class service.”

Education:

•             Regis University, Denver, CO – BS in Finance

•             Regis University, Denver, CO—Master of Business Administration

 Accreditations and Professional Designations:

•             Certified Plan Fiduciary Advisor

•             Investment Advisory Representative, FINRA Series 66

•             Registered Representative, FINRA Series 7

•             Registered Principal, FINRA Series 24

•             Financial Consultant of Equitable Advisors

•             Equitable Advisors title of Retirement Planning Specialist

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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