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M. Shannon Lunsford (BSEE, CFP®, EA)

M. Shannon Lunsford focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

December 07, 2004

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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.
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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.

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This Office

1880 Stonehenge Dr Lafayette, CO 80026 Phone: (303) 666-6442 Fax: (303) 926-0336
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Other Offices

4845 Pearl East Circle Suite 101 Boulder, CO 80301 Phone: 303-666-6442
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