Kyle Kues
MBA, CFP®
Snowcap Financial
Founder and Financial Planner
Kyle Kues
MBA, CFP®
Snowcap Financial
Founder and Financial Planner
My goal is to deliver value for you well above any fees you pay. The Fee-Only, fiduciary advice you deserve from a CERTIFIED FINANCIAL PLANNER™ and free from worry about commissions or being sold product. - Kyle Kues, MBA, CFP®
Our first meeting is us talking about your values around money. We use those values to drive our planning process. It's not about numbers and doing what we think is right, it is all about doing what is right for YOU! Our whole process is done virtually, we meet you where you are!
Kyle Kues is a CERTIFIED FINANCIAL PLANNER™. Snowcap Financial provides young professionals and their families with virtual/online, fee-only financial planning and investment management services. As a fee-only, fiduciary, and independent financial advisor, Snowcap Financial is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kyle Kues, MBA, CFP® is founder and fee-only financial planner at Snowcap Financial in Lakewood, CO.
I began trading stocks with my grandfather when I was about 8 years old, and caught the bug for it then. I earned a BBA in Management at the University of Oklahoma, and then moved to Germany and got my MBA at the Hochschule Pforzheim. After living and working in Berlin for a few years I moved back to the US with my family and am now pursuing my passion of mixing investing and financial topics with serving people and helping others to reach their goals!
Kyle Kues 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.
We are focused on helping young professionals and their families achieve financial success. Clients who are just starting in their careers through mid-career, and with kids through college-age come to us to make sure that they are maximizing the rewards of their work to reach their goals. We start by having a conversation around your values and develop a Statement of FInancial Purpose. Every financial decision we make together is based upon driving towards reaching your goals under the framework of the Statement of Financial Purpose.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Values-based Financial Planning
- Investment Management
- College Education Planning
- Tax Planning - Leave Government No Tips!
- Retirement Planning
Ideal Clients
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Young Professionals to Mid-Career
- Long-Term Focused
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- No Obligation Consultations
- After Hours/Weekends Appoints (Ask)
Professional Designations & Affiliations
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Kyle Kues 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.
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Kyle Kues 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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Kyle Kues 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.
Contact Kyle Kues
Office Locations:
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4944 Cattle Cross Ln.
Castle Rock, CO 80104
