Be Your Best Financial

Be Your Best Financial is a registered investment advisor founded in May 2020 and led by Christina Ferrer, located in Littleton, Colorado. The firm offers comprehensive financial planning and personalized investment management services on a fee-only basis, meaning they are compensated solely by clients and do not earn commissions or sales-related fees. Be Your Best Financial helps clients evaluate their current and future financial state, providing written financial plans that cover retirement analysis, risk management, education savings, tax planning, and estate planning. For investment management, Be Your Best Financial builds custom portfolios or utilizes third-party platforms like Betterment Advisor Solutions and Charles Schwab's Model Market Center, maintaining non-discretionary trading authority so that client approval is obtained before executing trades. The firm has no account minimum requirement and works primarily with individuals and high-net-worth individuals.