Kyle Simmons (CFP®, CRPC®)

Kyle Simmons focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Trusted Financial Planning Aligned With What Matters Most

Additional Information

Simmons Investment Management provides trusted financial planning aligned with what matters most. We help clients use their money as a tool to offload stress and fully enjoy the rewards of their hard work and success.

Kyle Simmons, CFP®, CRPC®, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of being a highly compensated employee as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too.

We are a fiduciary, fee-only firm, which means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest.

While Simmons Investment Management does offer one-time financial plan development, we focus on ongoing relationships. We'd love to hear from you!

NAPFA Start Date

August 24, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

3336 Arapahoe Rd Unit B-118 Erie, CO 80516 Phone: +1 (720) 432-1743