Shaun Williams
CFA®, CFP®
Paragon Capital Management
Partner and Private Wealth Advisor
Shaun Williams
CFA®, CFP®
Paragon Capital Management
Partner and Private Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shaun Williams, CFA®, CFP®
Corporate executive specialist, financial freedom, and retirement planning fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Meet Shaun Williams
Shaun Williams, CFA, CFP® is a Denver, CO fee-only financial planner and private wealth advisor. Paragon Capital Management provides comprehensive financial planning to help clients plan for their financial freedom. We specialize in tax-aware investing and financial planning for corporate executives and their families. In addition, we help former executives and small-business owners transition to an active lifestyle in retirement and plan to ensure they never run out of assets and can leave a legacy to their family or charity. As a fee-only, fiduciary, and independent financial advisor, Shaun Williams is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Shaun Williams 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Shaun Williams 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 Shaun Williams
Office Locations:
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15925 W Ellsworth Pl
Golden, CO 80202
