Our History
We are a Denver based independent Registered Investment Advisory (RIA) firm and have been in business for two generations. Boyd Lennberg, CFP® started Advanced Investments in 1992 and mentored his son Calvin Lennberg, CFP®. We started out in business working mostly with teachers and hospital workers. We now work with a wide range of individuals and small businesses. We do not have an investment minimum because we believe everybody deserves access to high quality financial advice. We are CERTIFIED FINANCIAL PLANNER™ Practitioners which is the gold standard in the financial planning industry. What that means to you is we are professional advisors and are educated well beyond investments and can help you in many areas of your financial life.
Calvin Lennberg, CFP®
Professional
Calvin Lennberg is the Managing Partner at Advanced Investments, where he directs the firm’s strategic vision and ensures the delivery of top-tier financial services. A Certified Financial Planner (CFP®), Calvin specializes in comprehensive financial planning, high-net-worth wealth management, and alternative investments, including real estate. He has a proven track record of guiding clients through complex financial landscapes with personalized strategies that align with their long-term goals.
Cal's academic excellence includes graduating Magna Cum Laude with a degree in Finance from Colorado State University (CSU). His professional journey is marked by a commitment to continuous learning and a dedication to providing exceptional client service.
Personal
Outside of his professional life, Cal is an avid outdoorsman who enjoys cycling, hiking, and motorcycle riding—both dirt and street. He also loves playing softball, traveling, and exploring great food. Calvin's passion for community service is reflected in his role as a volunteer coach for kids’ t-ball and his previous involvement as a youth group leader.
Cal is a devoted family man, sharing his life with his wife and their four wonderful children. His balance of professional dedication and personal fulfillment is a testament to his commitment to living a well-rounded and impactful life.
Calvin Lennberg is the Managing Partner at Advanced Investments, where he directs the firm’s strategic vision and ensures the delivery of top-tier financial services. A Certified Financial Planner (CFP®), Calvin specializes in comprehensive financial planning, high-net-worth wealth management, and alternative investments, including real estate. He has a proven track record of guiding clients through complex financial landscapes with personalized strategies that align with their long-term goals.
Cal's academic excellence includes graduating Magna Cum Laude with a degree in Finance from Colorado State University (CSU). His professional journey is marked by a commitment to continuous learning and a dedication to providing exceptional client service.
Personal
Outside of his professional life, Cal is an avid outdoorsman who enjoys cycling, hiking, and motorcycle riding—both dirt and street. He also loves playing softball, traveling, and exploring great food. Calvin's passion for community service is reflected in his role as a volunteer coach for kids’ t-ball and his previous involvement as a youth group leader.
Cal is a devoted family man, sharing his life with his wife and their four wonderful children. His balance of professional dedication and personal fulfillment is a testament to his commitment to living a well-rounded and impactful life.
Paul Rosell, CFP®
Professional
Paul Rosell is a Senior Partner at Advanced Investments, where he has been a key team member since 2021. With a unique blend of expertise in both behavioral science and financial planning, Paul brings a holistic approach to investment management and client relations.
Before joining Advanced Investments, Paul worked as a Licensed Marriage and Family Therapist (LMFT) from 2014 to 2021. His background in counseling psychology, coupled with his financial planning credentials, positions him to understand clients' needs deeply and offer tailored, empathetic advice.
Paul holds a Bachelor's degree in Behavioral Science from Utah Valley University and a Master's degree in Counseling Psychology from Argosy University. He furthered his education at Kaplan College, where he became a Certified Financial Planner (CFP®). His professional journey is marked by a commitment to continuous learning and excellence in his field.
Personal
Paul is an avid motorcyclist and outdoor enthusiast. He enjoys camping, hiking, and traveling, often exploring the beautiful landscapes of Colorado, where he has lived since 2018 after moving from California.
Paul is bilingual in Spanish, a skill he honed during a two-year religious mission. This experience not only enriched his language abilities but also deepened his understanding of different cultures and enhanced his community involvement.
Family is central to Paul's life. He is happily married and the proud father of three young children. His personal and professional experiences are interwoven with a commitment to family, community, and continuous personal growth.
Paul Rosell is a Senior Partner at Advanced Investments, where he has been a key team member since 2021. With a unique blend of expertise in both behavioral science and financial planning, Paul brings a holistic approach to investment management and client relations.
Before joining Advanced Investments, Paul worked as a Licensed Marriage and Family Therapist (LMFT) from 2014 to 2021. His background in counseling psychology, coupled with his financial planning credentials, positions him to understand clients' needs deeply and offer tailored, empathetic advice.
Paul holds a Bachelor's degree in Behavioral Science from Utah Valley University and a Master's degree in Counseling Psychology from Argosy University. He furthered his education at Kaplan College, where he became a Certified Financial Planner (CFP®). His professional journey is marked by a commitment to continuous learning and excellence in his field.
Personal
Paul is an avid motorcyclist and outdoor enthusiast. He enjoys camping, hiking, and traveling, often exploring the beautiful landscapes of Colorado, where he has lived since 2018 after moving from California.
Paul is bilingual in Spanish, a skill he honed during a two-year religious mission. This experience not only enriched his language abilities but also deepened his understanding of different cultures and enhanced his community involvement.
Family is central to Paul's life. He is happily married and the proud father of three young children. His personal and professional experiences are interwoven with a commitment to family, community, and continuous personal growth.