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Bio

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Robert Grey is a seasoned financial expert with 35+ years of experience in investments, banking, insurance, and financial planning. He has founded multiple companies, including Denver Money Mentor and ReFirement Life, and has worked with various organizations as a speaker, coach, and money mentor. Grey holds a Master's degree from Iliff School of Theology and a Bachelor's degree from Miami University.

Experience

  • Denver Money Mentor
    • Greater Denver Area
    • Speaker/Coach/Money Mentor
      • May 2017 - Present
      • Greater Denver Area
  • ReFirement Life
    • Greater Denver Area
    • Founder
      • Jan 2016 - Present
      • Greater Denver Area
  • Buckingham Family of Financial Services
    • 1401 Wewatta Street, Suite 110, Denver, Colorad...
    • Client Development
      • Jan 2016 - Jan 2019
      • 1401 Wewatta Street, Suite 110, Denver, Colorad...

      Integrating the financial resources of clients with their life goals and purpose. Facilitating the passage of family "money values" from one generation to another. Coaching prospective retirees on "retirement as reFIREment." Aligning money and life.

    • Advisor
      • 2000 - 2017
    • Founder
      • Jan 1981 - Dec 2015
      • Downtown Denver

      Accredited Investment Fiduciary ® specializing in Retirement Income Distribution plansDenver Money Manager is an investment fiduciary, asset manager, and financial educator.We seek to provide you with consistent, competitive investment returns over time by capitalizing on a range of financial opp...

    • Retired Treasurer/ Board Member
      • 2008 - 2013

      I monitored the financials of this nonprofit organization and advised the Board of Directors on the financial stability of the organization including : budget preparation, cash flow forecasting, revenue generation, and human resources.

    • Facilitator
      • Oct 1986 - Dec 2007

      Rob & his wife, Paula, have been leaders of the Aspen Temenos personal growth experience for over 20 years. They have lead over 100 weekend experiences that focus on personal empowerment, emotonal balance, and discovering the best "you can be."

Education

  • 1970 - 1974
    Iliff School of Theology
  • 1964 - 1968
    Miami University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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