Kevin Shuller, CFA, CFP®

Before I tell you about credentials and career history, here the most important thing you need to know about working with me: I genuinely love this stuff. I'm not a salesman who got into financial planning because it pays well. This is what I'd be doing anyway. I just get to do it for people I actually care about. 

 

I started investing when I was 13. I called my dad’s stockbroker (when that was still a thing) to get research reports, which I took to school and read in study hall. You can imagine how popular I was 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 am a member of the XY Planning Network, the Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA)

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I've worn many 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 (now Curi Capital), a $9B wealth management firm in Chicago. I was also Director of Investments at Shine Wealth Partners (now Captrust) where I did investment due diligence, portfolio strategy, and trading. In addition to my 17 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.

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I have an MBA from the Johnson School of Business at Cornell University and 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.

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Outside of work, I serve on the boards of B'nai B'rith Colorado and the Kavod Senior Life Foundation. ​​