Estelle Arlene Gonzalez

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 04/2020
  Voya Financial Advisors
  Denver, CO
• 11/2017 → 02/2018
  Kohls
  Golden, CO
• 04/2020 → 01/2021
  Sagepoint Financial, Inc.
  Denver, CO
• 07/2020 → 01/2021
  The Ameriflex Group, Inc.
  Denver, CO
• 02/2021 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-07-10 → 2021-01-19
  The Ameriflex Group
  Las Vegas, NV
  Denver, CO
• 2018-02-05 → 2020-05-04
  Voya Financial Advisors, Inc.
  Denver, CO
  Midvale, UT
• 2015-08-14 → 2016-06-27
  Cetera Advisors Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2015-08-13

Other Names

• Estelle Arlene Paprocki
• Estelle Arlene Gonzalez-Hernandez
• Estelle Arlene Gonzalez