July 2010 - Bullock Capital Alliance was again included in the prestigious listing of "Top Firms" by CPA Wealth Provider Magazine.
CPA Wealth Provider Magazine name Bullock Capital Alliance a "Wealth Magnet" in their July, 2010 lisiting of Top Firms. The ranking lists CPA financial planning firms by assets under management. Bullock Capital Alliance was the only Colorado Springs firm listed and one of only four Colorado firms that were listed.
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).