Maximizing Tax Efficiency in Taxable Brokerage Accounts | Justin Pritchard, CFP of Approach Financial, Inc. 00:10:00

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I was born and raised in Denver, CO, and attended college at the University of Colorado at Boulder. I majored in Spanish Literature and Language, and I was fortunate enough to supplement my studies with time exploring Colorado’s mountains. After college, I enjoyed a few years as a ski bum in Crested Butte, CO, and returned to central Denver to try out the real world. My first job in the financial services industry was in 1999, working for Charles Schwab & Co. During that time, I started graduate school at the University of Colorado at Denver and joined a full-service financial advisory practice shortly after. I worked in that practice with some great people for about 14 years. Eventually, my wife and I moved to Colorado’s Western Slope for easier access to outdoor experiences like skiing, hiking, and biking. At that point, it made sense to start my own firm, and that transition was a good move in multiple ways. Justin Pritchard became a CFP® practitioner in 2010.

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