Corporate Benefit Design



5347 S. Valentia Way, Ste 300
Greenwood Village, CO 80111





Company Vision, Our Mission, and Giving Back


Welcome to Colorful Colorado Sign

Our Vision

Our vision is to be recognized as the most trusted and respected provider of business related financial planning work in Colorado.


Our Value Proposition

We help organize and simplify the complicated and busy financial lives of people like you.


Our Mission

At CBD Financial, LLC/Corporate Benefit Design, LLC our mission is to partner with you to help create financial comfort, protect your family, and build a legacy.  We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your personal and business goals.  Our philosophy centers around providing objective, valuable advice, with a long term focus emphasizing our fiduciary relationship with you, our client.


Giving Back

At CBD Financial and Corporate Benefit Design, LLC we believe in both charitable and civic involvement from all team members. Giving back of your time, energy and resources helps to build stronger and more vibrant communities and serves to keep us focused on the most important things in life.

We’ve listed below a few of the organizations to whom we give our time and resources. If you would like to become involved in any of the listed organizations or have a charity you feel strongly about, please let us know.



Cancer League LogoCancer League of Colorado - Cancer League of Colorado was established more than 40 years ago to raise money for cancer research and patient care in Colorado. Over that time, Cancer League of Colorado has awarded more than $10 million in grants for cancer-related service programs and research within our state. Research funded by Cancer League has lead to groundbreaking discoveries that have advanced the pursuit of our mission to secure the ultimate cure for, or control of, cancer.



Denver Hospice LogoThe Denver Hospice - The Denver Hospice has a reputation as the most trusted and comprehensive care provider serving the Denver-metro area. Their mission is to encircle those facing advanced illness with unprecedented levels of comfort, compassion and expertise. They provide personalized hospice services in the home, at their care center, at skilled nursing facilities, or in assisted living residences. They also provide expert pain and symptom management, have a team of experienced professionals on call 24-hours a day, and offer comprehensive grief services for children and adults.



ACE Charter School LogoACE Charter School - ACE Charter School is a 5th-8th grade middle school that seeks to recruit incoming students who have fallen significantly below grade level and help those low-achieving students change their academic trajectory away from failure and accelerate them toward proficiency as a stepping stone to college. The school's graduates will enter 9th grade proficient in English-Language Arts and Math as measured by the California Standards Test (CST) portion of the state STAR program, and will possess the skills, knowledge, and work ethic to thrive in a rigorous college-prep high school curriculum.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck