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Jordan Kunz,
CFA, CFP®, CSRIC™
Senior Vice President, Senior Wealth Manager
Boulder, CO
An avid mountaineer and fly fisherman, Jordan welcomes clients to schedule outdoor meetings!
A creative problem solver, Jordan finds intrinsic satisfaction in turning complex concepts into accessible elements. He puts his strategic and analytical approach to use guiding families and nonprofit clients toward their investment and financial planning goals.
Jordan began his career in Boulder with Harbor Wealth Management in 2007 as an Associate Wealth Manager. Five years later, he joined the growing team at what was then Sargent Bickham Lagudis and would later become Colorado Financial Management.
He is an outdoors enthusiast who also enjoys skiing and mountain biking – and capturing those moments behind a lens. Jordan summited Denali (elev. 20,310′) with his wife, and he has hiked and skied many “14ers” (mountains over the elevation of 14,000’). He is also the former President of CFA Society Colorado.
B.A., Economics, Math minor, Pomona College
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