Javier L. Tafoya, CPFA, MBA, is Regional Vice President and Retirement Planning Specialist with Equitable Advisors in Denver, Colorado. In his role as Regional Vice President, Mr. Tafoya oversees the growth and development of the Rocky Mountain Region. Along with his team, he coordinates strategies designed to build and protect the wealth of his clients providing tax efficiency in all aspects of design and implementation, including the management, distribution, and transitioning of client’s assets.
Before joining Equitable Advisors in 2014, Mr. Tafoya used his leadership experience to consult for a diverse range of organizations, including small business start-ups, oil and gas, and Fortune 500 companies. Mr. Tafoya is no stranger to owning and operating a business; he had spent 11 years as a Founder and an Executive, where he successfully launched and exited three businesses in three separate industries.
Following a successful entrepreneurial career, Mr. Tafoya now leads a team of advisors focused on their clients achieving financial success. Mr. Tafoya brings his unique experience to help Business Owners and Executives address three distinctive business concerns; business strategy, tax efficiency, and succession planning. He creates strategies to allow for a smooth transition of the business in both planned and unplanned scenarios. He safeguards the group benefits to ensure cost and tax effectiveness to better attract and retain key employees. Finally, he ensures the personal estate planning is not ignored because of total business involvement.
Mr. Tafoya holds leadership positions in several community driven organizations. As a board member of the Doreen Katz Memorial Cancer Foundation he works to ensure the children of parents that are battling cancer have access to educational expenses and grief counseling. His service to Colorado also includes conservation efforts for local wildlife; his efforts helped to conserve over 17,000 acres of Colorado’s majestic space. Mr. Tafoya has also been able to promote programs to help Denver’s youth attain valuable life skills and academic support, through athletic endeavors.
In 2020 ColoradoBiz recognized his work in business and the community by naming Mr. Tafoya one of the 50 most influential young professionals from across all industries in the state of Colorado. In 2017 upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania, he was awarded the title of Retirement Planning Specialist by Equitable Advisors. Mr. Tafoya also, holds an MBA and Bachelor’s Degree with an emphasis in Accounting and Finance from Regis University in Denver, Colorado. He holds Series 7 General Securities License, Series 66 Investment Adviser Representative License, and Series 24 General Securities Principal License through FINRA. Mr. Tafoya lives in Denver, Colorado with his wife and son.
To learn more for about him, his professional work, and the valuable he can provide for you, contact him by email: javier.tafoya@equitable.com or phone at: 303-547-2811.
"Thank you for visiting my site! I look forward to working with you and helping you reach your goals!"
- Javier L. Tafoya, MBA
