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. 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.
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.