David Amiot, CFP^®, CRPC^®

How do I help our clients Live a Richer Life®?
My role at OpenPlan is to make financial matters as easy as possible for the clients I work with. Whether that’s giving individuals and families confidence in going after their goals via a well-rounded financial plan, or allowing entrepreneurs to focus on advancing their business by taking on workplace plan responsibilities, I’m on your team. I believe that financial independence is one of the most rewarding gifts you can give yourself, your loved ones, and your employees, and I feel very grateful to be a part of that process.

How do I align my time and money with my values and passions to Live a Richer Life®?
I enjoy spending time with my family in Colorado’s beautiful outdoors. I am part of a national workout group called F3, short for Fitness, Fellowship, and Faith, which has been a wonderful influence. I am also involved with the Travis Manion Foundation. Finally, I like testing my physical and mental resolve, so things like rucking (walking with weight on your back) and sandbag training have been prevalent in my schedule lately.