Preston Klinker
I chose this career because I genuinely enjoy giving people the clarity and peace of mind to live the life they want by building and sticking to a thoughtful financial plan. I hold a Bachelor’s degree in Finance with an emphasis in Personal Financial Planning and am currently pursuing my CFP® designation. As I continue to grow my expertise, my focus remains the same: helping clients make confident financial decisions and providing guidance they can trust every step of the way.
Originally from the Dallas-Fort Worth area in Texas, I moved to Colorado right before starting high school and have proudly called it home ever since. Outside of the professional world, I love taking advantage of the outdoors and staying active—you can usually find me fly-fishing, golfing, lifting weights, gardening, or hitting the slopes.
Getting to know Preston
Best piece of financial advice you've received
It is a classic and simple rule, but the best advice I’ve received is: "A dollar saved is a dollar earned." It serves as a timeless reminder of how powerful intentional budgeting and cash flow management are to long-term wealth creation.
Favorite Book
"The Psychology of Money" by Morgan Housel. It perfectly captures how personal behavior and mindset dictate financial success just as much as technical formulas do.
Biggest accomplishment
While it might seem simple to some, my biggest personal achievement has been becoming a genuinely skilled snowboarder. Moving from the flat terrains of Texas to the steep mountains of Colorado was a major transition, and mastering the slopes became both a rewarding personal milestone and a true reflection of my persistence.
What would you sing at karaoke night
"Don't Stop Believin'" by Journey, even though my vocal skills and musical pitch would strongly disagree with my choice.
Get Your BluePrint to Be More
Ready to enjoy more of what matters most in retirement?
Schedule an introductory call with our team today.