About Kyle

Kyle at work
My goal is to help clients to live a better life, with an understanding of what is needed to provide for their long term financial needs.

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Kyle Burris has been a Certified Financial PlanningTM practitioner since 1994. He has served on the board of directors for the (FPA) Financial Planning Association of Colorado and the Institute of Certified Financial Planning (ICFP).   Managed client accounts are custodied at Charles Schwab and Co.  Kyle's financial services background includes time working with nationally recognized planning and brokerage firms. 
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 More detailed information about Kyle's background is available in our Firm Brochure.   

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Kyle and his wife Elizabeth are avid grandparents, skiers, cyclists and river runners. Elizabeth teaches Kindergarten at Cherry Hills Village Elementary.  Our passions include  family and friends and On mtntop with wife & dogtaking care of those around us.

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Call 303-697-1891 or email Kyle today for an introductory meeting.