Kevne Sharpe, CFP®, ChSNC®


Profession LogoFINANCIAL PLANNER
Kevne Sharpe, CFP®, ChSNC®

Presidential Wealth Management

5445 DTC Parkway
Suite #1100
Greenwood Village, CO 80111
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Profile

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.

Firm Description

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Firm Website: www.Presidentialwm.com
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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.