Jordan Kunz, CFA, CFP®, CSRIC®
Senior Vice President, Senior Wealth Manager
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 families 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 Wealth Management. He is an active volunteer with CFA Society Colorado, previously serving as President, and previously sat on the Board of Directors for Bolder Young Professionals.
Jordan lives in Golden with his wife and their dog and two birds. He is an avid outdoors enthusiast and counts skiing, mountain biking, mountaineering, fly fishing, and photography among his favorite pastimes.
BA Economics, Mathematics Minor
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered SRI Counselor℠ (CSRIC®)