Loretta Chiofolo is a Certified Financial Planner with Legacy Wealth Management, bringing more than 40 years of experience in the financial services industry. She specializes in helping individuals, families, and nonprofit organizations build and maintain strategies for long-term financial success.

Loretta works closely with clients to define their financial and retirement goals, develop tailored investment strategies, and construct efficient, cost-conscious portfolios. She also helps clients establish sustainable income plans for retirement. In collaboration with clients’ tax and legal professionals, Loretta delivers a coordinated, results-driven approach designed to support each client’s unique financial journey.

Loretta is a Colorado native who began her career in financial services after earning a degree in economics from the University of Colorado Boulder. She spent 18 years working in New York, Manhattan and Garden City, before returning to Colorado in 2002 with her daughter. She now resides in Roxborough, a foothills community just southwest of Denver, with her partner Ken and their two cats.

Outside of the office, Loretta enjoys riding her horse, Avery, as well as skiing and hiking in the nearby Colorado mountains. She also values spending quality time with her family.