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Oscar Gerardo Moreno

Advisor Image
Oscar Gerardo Moreno
Market Developer
.
BFA™
Part of the Wealth Navigation Group practice
Spanish-Speaking
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
About Oscar Moreno
About Oscar Moreno

Growing up as first generation Hispanic American, I’ve had to hustle for answers to questions never-before asked by my predecessors. When it came to seeking financial guidance, I noticed a gap in terms of advisors who shared a similar background as mine. I sought out to change that by dedicating my expertise to providing financial literacy to households in my community. I aim to bridge the gap between where you see yourself tomorrow and where you are today. With a few conversations about your values and priorities, we can map out the financial path that aligns with your plans. 

 

In my free time, I like to get out into the mountains for 14ers, snowboarding, or road trips. This is a great way for me to clear my mind and revel in God’s work. In the spring you will find me at the soccer fields practicing my free kicks. At home, I find cooking to be a relaxing hobby where I can piece together a puzzle that I can share with friends (and eat too). Grab a bite or a coffee with me, and I can introduce you to some of those recipes!

Living Generously in Denver
Living Generously in Denver
  • Treasurer, Kiwanis Young Professionals
  • Committee Member, ALPFA - Association of Latino Professionals for America
  • Volunteer, Metro Caring
My qualifications
  • Bachelors of International Business, Missouri State University
  • Bachelors of Finance, Missouri State University
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
  • Languages spoken: English, Spanish
Thrivent product and services may only be available in English.
My state licenses
  • Alabama
  • Alaska
  • Arizona
  • California(Insurance Lic. #4198558)
  • Colorado
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin
  • Wyoming

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office location
Greenwood Village Location
9250 E Costilla Ave #450
Greenwood Village, CO 80112
Phone720-728-1193Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent product and services may only be available in English.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations