Professional Profile


Billy Funderburk, CFP®, MBA

Billy is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participates in the management of your finances.

One of the benefits of working with Billy is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

He is looking forward to using his experience to help you pursue your financial goals.

Professional Memberships

  • Financial Planning Association
  • Denver Chapter, Financial Planning Association

Designations and Licensures

  • Certified Financial Planner™
  • Investment Advisor Representative Series 66 Registration held through LPL Financial
  • Registered Representative Series 7 Registration held through LPL Financial
  • Insurance lines of authority, Accident and Health, Life, Variable Products - Colorado, Oklahoma.


  • Bachelor of Arts, Business Administration - Baker University, Baldwin City, Kansas
  • Master of Business Administration - Colorado State University, Ft. Collins, Colorado