Vital IntroductionsRequest an introduction

Cindy Bragdon, CFP®, CTFA

Cindy Bragdon, CFP®, CTFA

Planning Specialist, estate and retirement

Cindy Bragdon, CFP®, CTFA

Loveland, Colorado

In person in Northern Colorado. Zoom anywhere in the United States.

Cindy is Vital's planning specialist for estate, retirement, and the transfer of wealth and decision-making. She spent more than twenty years as an estate and trust paralegal and nearly fifteen years as a trust officer, including a long tenure at First Western Trust. She holds the CFP® certification and the Certified Trust and Fiduciary Advisor (CTFA) designation. She coordinates with your attorney. She does not draft wills or trusts.

Expertise

  • Estate and legacy
  • Retirement planning
  • Business succession

Credentials

  • CFP® professional
  • Certified Trust and Fiduciary Advisor (CTFA)

Experience

  • More than 20 years as an estate and trust paralegal
  • Nearly 15 years as a trust officer
  • Long tenure at First Western Trust / First Western Financial

Vital Investment Management, LLC. CRD 7936137. Fee style: aum. At least $1,000,000 in investable assets, or at least $250,000 in annual income.

Request a calendar time

Profiles are supervised-person pages so you can read who may review an exclusive request for Vital Investment Management, LLC. A profile is not an endorsement, ranking, testimonial, or representation that a person is right for you. Confirm current firm records on Investor.gov by searching CRD 300811, and review Form ADV and Form CRS.

Vital Introductions is a service of Vital Investment Management, LLC, an SEC-registered investment adviser with a principal office in Loveland, CO. Firm CRD 300811.

Vital Investment Management, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser (CRD 300811, SEC file 801-114889). Vital Introductions is a brand of that firm, not a separately registered adviser. SEC registration is a fact. It is not an approval, endorsement, or guarantee by the SEC or any state, and it does not imply a certain level of skill or training.

Vital Investment Management, LLC is compensated by clients under its advisory agreements, as described in its Form ADV and Form CRS. Vital Introductions does not sell the same household to a marketplace of unaffiliated firms.

Vital Investment Management, LLC has a material conflict: it has an incentive to accept a qualified household as its own advisory client. Exclusive routing through Vital is an intake rule, not a representation that Vital is the only fit, the lowest-cost fit, or the best fit.

Matching uses information you self-report. We do not independently verify your finances before an introduction request is reviewed.

The Vital Introductions website and questionnaire do not manage assets and do not provide investment, tax, or legal advice. Investment advice and asset management, if any, are provided only after Vital Investment Management, LLC accepts you as a client under a written advisory agreement.

Before engaging Vital Investment Management, LLC, review that firm's Form ADV and Form CRS, which describe services, fees, conflicts, and disciplinary history. Search CRD 300811 on Investor.gov or adviserinfo.sec.gov. You will also receive those documents when you become a client, as required.