Margo Sweany

Margo Sweany, CFP®

Partner, Director of Practice Management
Denver

Joined Curi Capital

December 2009

Education

  • BS in Business Administration and Finance, University of Colorado Boulder

Accreditations

  • CERTIFIED FINANCIAL PLANNER™

Affiliations

  • Advanced Beginner Group, Board Member

Previous Experience

  • Lincoln Trust Company, Transfer Agent
  • Merrill Lynch, Global Wealth Management Intern

News & Insights featuring Margo Sweany

  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.