Kevin Shuller (CFA, CFP®, MBA)

Kevin Shuller focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Millennials

Additional Information

If you have young kids and or are about to start your family, you've come to the right place.

With two small kids, I know how overwhelming it can be to try to do everything well. I've been investing since I was 13, so I can help you navigate the unnecessarily complex forest of personal finance. Whether you want to learn about investing or whether you just want someone else to do it for you, I'm uniquely suited for it. At a prior firm, I had two different classes of interns nickname me "The Professor" -- partly because I loved explaining investing concepts in easy to understand terms and partly because I wore a lot of cardigans for someone in their 30s.

I have multiple professional credentials, a fancy-pants MBA, and a desire to help families live the life they want without worrying about finances. I have had several different research roles in investing, some high-level corporate finance jobs, and briefly was an improvisational comedian. I live in Denver, CO with my wife, two young kids, and a dog. When I'm not working, you can find me running, reading, or reciting all the dialogue from an episode of Daniel Tiger's Neighborhood that I've seen several hundred times.

NAPFA Start Date

September 19, 2022


This Office

3205 S Cherry St Denver, CO 80222 Phone: (720) 466-3988