Barbara Lommen

Barbara Lommen is a Senior Vice President and Senior Wealth Advisor at Colorado Financial Management (CFM), an independent registered investment advisor founded in 1988 with offices in Boulder, Denver, and Loveland, Colorado. She joined the firm in 2015. In March 2023, CFM was acquired by / partnered with Los Angeles–based Lido Advisors, so Barbara's profile now also appears on Lido's platform; at the time of that deal, CFM managed roughly $2 billion in assets across ~26 advisors and professionals.

A native of the Netherlands, Barbara spent the first part of her career outside of wealth management, in financial and project management for biomedical research institutions — including managing biomedical research facilities at Copenhagen National Hospital (Denmark) and at CU Denver. She describes her "a-ha!" moment as realizing that wealth management combined her analytical skills with her genuine passion for connecting with people, which prompted her career shift into financial advising.

She holds an MBA from the Free University of Brussels (Vrije Universiteit Brussel / Université Libre de Bruxelles) in Belgium, and carries the CFP® (Certified Financial Planner) and CDFA® (Certified Divorce Financial Analyst) designations. She is fluent in five languages. Within the Colorado financial-planning community she has been featured by the FPA of Colorado and cited as a divorce-finance expert by Divorce Matters.

Her professional focus is on educating and empowering women clients — particularly those seeking greater involvement in their own financial affairs or navigating major life transitions such as divorce or the loss of a spouse. Her day-to-day work centers on relationship management, investment strategy advice, and comprehensive financial planning.

• Provides comprehensive financial planning and personalized investment management to individual and household clients — this is discretionary/advisory wealth management of client portfolios, not venture or angel investing.
• Specializes in serving women clients who want deeper engagement with their finances or are managing life transitions (divorce, widowhood), leveraging her CDFA® divorce-finance expertise.
• Emphasizes an analytical, relationship-driven approach, in her words combining "analytical skills with [a] genuine passion for connecting with people."
• Operates within CFM/Lido's model of long-term, planning-led wealth management for Colorado households rather than early-stage company financing.