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 Investment Management Consultants Association (IMCA), she pays particular attention to behavioral tendencies that could either enhance or derail the attainment of life’s financial goals.
In addition, she has worked closely with large numbers of financial advisors across the West representing various investment management firms. This has included providing financial advisors with training, education and portfolio design solutions. But what gives her the most satisfaction is working with individuals and families.
Kevne is knowledgeable, caring, compassionate, and dedicated. Those who work with her quickly learn and value her caring approach to financial guidance.
Originally from the Pacific Northwest, she and her family now live in Littleton enjoying the community and outdoor lifestyle of beautiful Colorado. Kevne is a member of the Financial Planning Association and the Accounting & Financial Women’s Alliance and Investments and Wealth Institute. She enjoys singing with The Colorado Choir and is involved with Compassion International.
Tell us about your special needs issue and we will put you in touch with Kevne Sharpe, ChSNC