Kevin Shuller
CFA®, CFP®
Cedar Peak Wealth Advisors
Founder / CIO
Kevin Shuller
CFA®, CFP®
Cedar Peak Wealth Advisors
Founder / CIO
As a fee-only financial planner, my focus is to guide you through the financial jungle on the way to your goals, freeing you up to be the parent you want to be. - Kevin Shuller, CFA®, CFP®
Your Financial Yoda - A boutique advisory firm in Denver, CO providing Investment Management and Financial Planning for growing families
Kevin Shuller is a Denver, CO fee-only financial planner. Cedar Peak Wealth Advisors provides comprehensive and objective financial planning and investment management to help families with young children and dual-income couples about to start their family organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Shuller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi! I'm Kevin Shuller, Founder and Chief Investment Officer at Cedar Peak Wealth Advisors located in Denver, CO.
I started investing when I was 13. I called my dad’s stock broker to get research reports, which I took to school and read in study hall. You can imagine how popular that made me in high school.
Aside from a brief period when I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I want to help young families forge their own path through an increasingly complex financial landscape. That's why I started Cedar Peak. I’m old enough to have seen several market cycles play out, but young enough to guide you through the markets for decades to come.
I've worn several hats in the investment industry, none of them fedoras. I did equity research at T. Rowe Price, where I learned from some of the best investors of this (or any) generation. I was an analyst on a long-short equity hedge fund at RMB Capital, a $6B wealth management firm based in Chicago. I was also Director of Investments at Shine Wealth Partners (now Captrust) where I did fund research, portfolio strategy, and trading. In addition to my 12 years in investment management, I have spent time in corporate finance, consulting, and - to show that we all have skeletons in our closet - improv comedy.
I have an MBA from the Johnson School of Business at Cornell University, a B.S. in Finance and Accountancy from Miami University - the one in Ohio. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER professional. Born and raised in Dayton, OH, I now live in Denver with my wife, two young kids, a dog, and an unhealthy book addiction.
Kevin Shuller is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Cedar Peak Wealth Advisors is a boutique investment management and financial planning firm built to serve families with young children and dual-income couples about to start their family. Based in Denver, CO, we work with families all over the United States. Navigating the complex financial world of having young children has unique challenges. You have different planning needs than a retiree. It makes sense to get your advice from someone who specializes in working with people in your situation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Retirement Income Planning
- Tax Planning
Ideal Clients
- Growing Families
- Novice Investors
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kevin Shuller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kevin Shuller is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Kevin Shuller is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Kevin Shuller is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Kevin Shuller
Office Locations:
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3205 S Cherry St
Denver, CO 80222
