Managing Principals

Robert Thompson, CFP^®

Robert D. Thompson, CFP^®, has been helping clients accumulate wealth and reduce taxes for 32 years. As a Registered Investment Advisor with the state of Colorado, Robert designs investment portfolios for individual clients and designs qualified retirement plans for businesses. He is registered to offer securities and services through Geněos Wealth Management, Inc., an independently registered broker/dealer, member FINRA/SIPC.

Within the G5 Financial Group, Robert is responsible for day-to-day operations and compliance activities. He is the OSJ manager for the Group , responsible for reviewing all sales and marketing activities and supervising all branch office locations to ensure compliance with state and federal regulations.

A graduate of the University of Colorado at Boulder, Robert began his financial service career in 1979 as a stockbroker. After receiving his Certified Financial Planner designation, he began offering comprehensive planning services to successful individuals and businesses.

He holds several financial service licenses, including Registered Representative (Series 7), Principal Sales (Series 63), Registered General Securities Principal (Series 24), Municipal Securities Principal (Series 53), and Municipal Fund Securities Principal (Series 51). He is a past president of the Pikes Peak Chapter of the Financial Planners Association and frequently gives presentations on financial and estate planning.

Robert and his wife Kimberly have three adult children. He spends his summers golfing, biking, and hiking, and he snowboards and snowshoes in the winter. His life’s motto is “Work hard, play hard.”