Koren Vining, CFP, CRC, CSSCS

Meet Koren Vining, CFP, CRC®, CSSCS®, a guiding force in financial planning with over two decades of experience. Koren is not just an advisor; she's a partner in your financial journey. With a career that began at Cetera, Koren has spent 16 of her 25 years with the firm as Vice President in Denver. Koren has been the backbone of a team dedicated to guiding individuals and organizations towards a secure financial future. She's renowned for her expertise in maximizing retirement income and crafting tax-efficient investment strategies, but it's her genuine care for each client's unique aspirations and goals that truly sets her apart.

Koren's approach to financial advising is rooted in partnership. She believes in creating a space where clients can be open and honest, ensuring that their financial plans are not just about numbers, but about enhancing their lives and the lives of those they care about. This bespoke approach to financial planning has earned Koren the trust and loyalty of her clients, many of whom have been with her for decades.

Her services are comprehensive, ranging from developing personalized financial plans, managing personal wealth, to brokering products or services. Koren's independence at Cetera Investors means she can offer unbiased advice, focusing solely on finding the best solutions for her clients, regardless of the vendor.

Koren's commitment extends beyond individual advising. She's a respected voice in the community, regularly sharing her knowledge through presentations, adult education programs, and involvement in the Colorado Thought Leaders Forum. Her leadership within the Quandary Peak Strategic Connections chapter of CTLF underscores her dedication to financial education and community engagement. She also started the Greenwood Village Chapter of AFEA ( American Financial Education Alliance), a non-profit 501c(3) organization committed to providing financial education in communities, where she teaches financial education classes regularly.

Living in Denver with her two sons, Koren's life is a blend of professional excellence and personal joy. Her love for music and theater reflects her belief in the importance of nurturing passions outside the financial world, bringing a well-rounded perspective to her work and life.

Koren Vining's journey with Cetera Investors, alongside her business partner Ann L. Speer, AIF®, CPFA®, is a testament to her vision of providing personalized, caring financial advice. Together, they form a dynamic team dedicated to helping their clients design a well-lived life, backed by financial security and confidence.