Kevne Sharpe has been providing financial guidance and coaching to individual investors, small business owners and other financial advisors for more than two decades.
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.
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 with children with disabilities navigate the complexities of special needs financial planning. She is a member of The Academy of Special Needs Planners, the Accounting and Financial Women’s Alliance, the Financial Planning Association, as well as the Women’s Estate Planning Council.
In addition, she has worked closely with large numbers of financial advisors across the West where she provided training, education and portfolio design solutions. But what gives her the most satisfaction is working with individuals and families, especially those with children with disabilities.
Originally from the Pacific Northwest, she and her family now live in Littleton enjoying the community and outdoor lifestyle of beautiful Colorado. She enjoys singing with The Colorado Choir and is involved with Compassion International, The Arc, and Special Olympics.
The search for the financial planner to help you develop an investment and estate plan can be difficult and time consuming. The accumulation of wealth, construction and management of a retirement plan, and getting proper estate guidance are all elements of a successful long-term plan. Finding the right financial planner for your needs is one of the most important decisions you will make for your financial well-being.
Presidential Wealth Management will help you create your tomorrow today.
Presidential Wealth Management is a full-service investment firm that has delivered investment advice, financial management and financial planning services for over a quarter of a century. We service all of Colorado from our offices in Denver, Colorado Springs, and Loveland. We provide financial planning solutions designed to meet the needs of high-net worth clients, middle-class households, and those that are just starting out. If you’re looking for investment advice and guidance, income protection, wealth accumulation or retirement planning, you should talk to one of our financial advisors.
Tell us about your special needs issue and we will put you in touch with Kevne Sharpe, CFP®, ChSNC®