January 2008 - Bullock Capital Alliance named successor advisor to clients of Lifetime Planning Concepts
James Shambo, CPA/PFS has announced plans to shift the advisory role for clients of Lifetime Planning Concepts, Inc. to David Bullock, CPA/PFS of Bullock Capital Alliance, Inc. in January 2009. Mr. Shambo plans to remain active in the financial planning community as author, speaker, and advisor to one high net-worth family.
Both are Colorado Springs-based advisors that provide financial clients with fee-only investment and wealth management advice as CPAs and Personal Financial Specialists (PFS).
November 2007 - Bullock Capital Alliance named "Rising Star" by CPA Wealth Provider Magazine
CPA Wealth Provider Magazine named Bullock Capital Alliance (BCA) a "Rising Star" in the first-ever ranking of CPA financial planning firms by assets under management. BCA was the only Colorado Springs-based firm and one of only four Colorado firms that were listed.