Kevne Sharpe, CFP®, ChSNC®, AEP®
Mariner Wealth Advisors
Kevne Sharpe, CFP®, ChSNC®, AEP®
Mariner Wealth Advisors
Kevne Sharpe has been providing financial guidance and coaching to individuals, families and small business owners for more than two decades.
Awarded through The American College of Financial Services, Ms. Sharpe is one of the few Chartered Special Needs Consultants® in Colorado. This education and designation helps her serve families, like her own, with children with disabilities navigate the complexities of special needs financial planning.
She has held her Certified Financial Planner™ (CFP®) designation, awarded through the Certified Financial Planner Board of Standards, since 1991. Since that time, she has worked with clients to help secure retirement dreams and navigate life’s transitions through thoughtful and individualized financial planning. Having also earned the Applied Behavioral Finance Certificate from Investments & Wealth Institute™, she pays particular attention to behavioral tendencies that could either enhance or derail the attainment of life’s financial goals.
She believes unique needs require specialized knowledge.
Originally from the Pacific Northwest, she and her family now live in Littleton enjoying the community and outdoor lifestyle of beautiful Colorado. She believes music is food for the soul and so enjoys singing with The Colorado Choir. She is involved with Compassion International, The Arc, Special Olympics and is a member of the the Academy of Special Needs Planners and the Women's Estate Planning Council.
Firm Description
Hours
Day | From | To |
---|---|---|
Monday | 8:30 AM | 5:00 PM |
Tuesday | 8:30 AM | 5:00 PM |
Wednesday | 8:30 AM | 5:00 PM |
Thursday | 8:30 AM | 5:00 PM |
Friday | 8:30 AM | 5:00 PM |
Cost
What Is a Special Needs Planner?
Kevne Sharpe, CFP®, ChSNC®, AEP®
Mariner Wealth Advisors
Kevne Sharpe has been providing financial guidance and coaching to individuals, families and small business owners for more than two decades. Awarded through The American College of Financial Services, Ms. Sharpe is one of the few Chartered Special Needs Consultants® in Colorado. This education and desi...