

KYLE SIMMONS, CFP®, CRPC®
Founder and Lead Financial Planner
Kyle graduated from the University of Colorado with a B.S. in Electrical Engineering and 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 professional as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too. Unlike most financial advisors, he likes working with analytical types and he's not afraid to dive deep to answer your questions.
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Kyle has earned the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation and loves talking about retirement (traditional, early, or alternative). He enjoys digging through complex financial topics and simplifying them down to simple explanations and effective solutions. He has no interest in using industry jargon or trying to make you feel bad about your finances. He's here to help.
When Kyle is not working on the next great spreadsheet, he enjoys hiking, playing with his kids, watching the Broncos, and drinking herbal tea.