Broker Check

Bold Financial Group

(505) 828-1188
david.gaona@natplan.com

BOLD Financial Group is an INDEPENDENT, full-service financial planning firm committed to helping both individual investors and business owners achieve their financial goals. Because we are INDEPENDENT, we are not required to use any proprietary investment products. We are free to select from the entire universe of available options that are suitable for your specific needs.

Our office is located in Albuquerque, New Mexico, at the foot of the beautiful Sandia Mountains.  We serve clients in over 23 different states across the country. Our goal is to develop long-term, personal relationships with our clients while providing true ACTIVE PORTFOLIO MANAGEMENT.

Over the past 18 years, Bold Financial Group has specialized in providing high quality products in an environment of close personal service. Our business has grown substantially, as our great clients refer other great clients.

Please call us if you have any questions about our firm or the range of financial products and services we provide.