Jordan Kunz, CFA, CFP®

Financial Advisor

Jordan has always been a creative problem solver. He finds intrinsic satisfaction in turning complex concepts into simple elements. His strategic and analytical bent is put to good use when advising our individual and nonprofit clients, as well as in portfolio management, manager selection, financial planning, and the occasional IT project.

Jordan joined Colorado Financial Management in 2012 after five years with Harbor Financial Group. He is an active volunteer with CFA Society Colorado, currently serving as Director and Past President, and previously sat on the Board of Directors for Bolder Young Professionals.

Jordan lives in Denver with his wife and their two dogs. He is an avid outdoors enthusiast and counts skiing, mountain biking, mountaineering, fly fishing, and photography among his favorite pastimes.

EDUCATION

BA Economics, Mathematics Minor
Pomona College

CREDENTIALS

Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER (CFP®)

MEMBERSHIPS

CFA Institute
CFA Society Colorado
Financial Planning Association (FPA)

LEADERSHIP

CFA Society Colorado
Director, Past President
Bolder Young Professionals
Past Board Member