Where It Started

A Legacy of Service

CAA Financial's roots trace back to our founder's father—a CPA who dedicated his career to serving the Burmese community in Colorado. His clients were hardworking families running sushi kiosks in grocery stores across the state.

These were people who needed financial guidance but were often overlooked by traditional financial institutions. Language barriers, cultural differences, and a lack of trust in "big finance" kept them from getting the help they deserved.

Our founder saw this gap and decided to fill it. In 1999, CAA Financial was born in Denver with a simple mission: provide world-class financial services to communities that deserve better.

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Our Mission

World-Class Service for Everyone

Today, we serve over 850 families across Colorado. We've expanded beyond the Burmese community to serve English, Spanish, and Korean-speaking families—but our core mission hasn't changed.

We believe everyone deserves access to financial services that actually work for them. Not confusing policies. Not predatory rates. Not salespeople who see you as a commission.

Real help. Real advice. Real relationships that last for years.

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What We Stand For

Our Values

These aren't just words on a wall. They're the principles that guide every decision we make.

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Community First

We exist to serve our community. We donate to local causes, sponsor youth sports teams, and show up when our neighbors need help. Your success is our success.

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Radical Transparency

No hidden fees. No confusing fine print. No pressure tactics. We explain everything in plain language—in your language—so you can make informed decisions.

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Long-Term Relationships

We're not here for one sale. We're here to be your financial partner for life. Many of our clients have been with us for 20+ years. That's the relationship we want with you.

By The Numbers

25 Years of Impact

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Families Protected
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Years in Business
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Languages Spoken
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Client Retention Rate

We Speak Your Language

Serving Everyone

Financial services shouldn't require a translator. Our team speaks English, Spanish, Korean, and Burmese fluently.

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English

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Español

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한국어

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Let's Work Together

Ready to experience financial services that actually care about you? Let's talk.

Get in Touch