I’m usually at capacity for my own paraplanning services, but I’ve had the privilege of meeting many other great people looking for paraplanning work. Please check out these great professionals who might be an option for you. I’ve personally spoken with each person listed below. You’ll find a picture and brief summary of their services below. Click on the link or their picture to go to their full page, learn more, and set up a meeting to discuss your needs.
Chris Bauch
Chris Bauch, CERTIFIED FINANCIAL PLANNER® and licensed Insurance Producer in the State of Colorado
Chris Bauch, a CFP® professional, is an experienced paraplanner, serving fee-only RIAs who need to outsource their planning work. She has served in financial advisory roles as an insurance rep, an independent broker, and a financial advisor with series 65, 66, and 63. She has found her niche as a financial planner supporting financial advisors. She loves taking the heavy work of deep financial analysis of the advisors’ to-do lists so they can focus on the more pressing needs of building their businesses and spending more time with their clients. Her passion is helping advisors grow their business and serving their clients. Chris is also a researcher and a problem-solver. If you have any ad hoc questions that come up from your clients, give them to Chris. She will find the answer, guaranteed! She is resourceful and loves tackling difficult problems.
Chris has been a world traveler living in Japan as an English teacher, bicycling through New Zealand, Europe, the US, and Canada. She came back to Colorado after living overseas to start her career in financial advising and then in client service for American Century Investments. While at American Century, she studied and passed her CERTIFIED FINANCIAL PLANNER® designation, and she served on the high net worth advising team, earning her IA Rep designation. Her true passion is making a difference in the lives of those she serves using her talents as a financial planner to prepare clients for their financial futures as well as supporting overwhelmed advisors.
Services Offered: Chris can provide all your clients’ planning needs from data collection, input, analysis, financial goals scenario modeling, cash flow analysis, tax analysis, insurance needs analysis, employee benefits analysis, retirement planning, college funding planning, estate planning, longevity planning, healthcare planning and Long Term Care Insurance planning. Chris is also a licensed Insurance Producer in the State of Colorado so she knows how to analyze your clients’ life insurance, annuity and LTC policies.
Marie Lovett
Marie Lovett, CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Professional
I’m Marie Lovett, a CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Professional with over 15 years of experience in the financial industry. My journey began during college, and over the years, I’ve developed a passion for financial planning that truly impacts younger clients—things like cash flow analysis, tax strategy, equity compensation, and employee benefit reviews. Through my financial coaching business, I’ve had the privilege of helping women take control of their personal finances, and I love sharing my expertise at local Women and Wealth events.
Services Offered: Paraplanning, administrative, and client service support. Light content creation (blog posts, newsletters, educational materials, etc.), process + workflow development and improvement, and more.
Disclaimer from Your Virtual Paraplanner
Your Virtual Paraplanner LLC does not endorse any specific paraplanner or employ any of them directly. All professionals listed on the page are responsible for all services and business transactions. This page is provided as a service for both the job seeker and the firm looking to hire.
I, Brandon Lovingier, provide this service to support other professional paraplanners. Your Virtual Paraplanner LLC does not guarantee work or compensation or make any promises or guarantees. All contracts, work agreements, compliance, and other related business activities are solely between the financial planning firm, financial advisor/planner, and paraplanning professional. If you’ve read this far down on the page, you’ve received all the services Your Virtual Praplanner LLC Offers offers regarding paraplanner placement services. Full stop.
If you’d like a more formalized hiring process, I highly recommend Simply Paraplanner. They are where I got my start and have tons of resources and services for both firms looking to hire a paraplanner and job seekers looking for paraplanning work.
Oh, and if you’re a paraplanner and want to be featured on this page, please fill out this form and send me an email (brandon@yourvirtualparaplanner.com) to get started. Also, check out my paraplanner resources page.