Kyle Simmons graduated from the University of Colorado with a B.S. in Electrical Engineering. He worked as an engineer in the tech industry for over 13 years, interacting with engineers and tech professionals across a wide variety of industries such as communications, semiconductors, quantum, aerospace & defense, and education.
During that time, he saw many of his very smart and competent colleagues struggle with their finances due to lack of time and interest. Those discussions helped him decide to change careers and follow his passion of helping people with their personal finances.
When you work with Kyle, you're getting engineering reasoning and deliberate analysis applied to your financial life. He thinks like an engineer, taking a logical and efficient approach to investment management and retirement planning. He understands the amazing upsides as well as the aggravating downsides of what it's like to work in your industry because he used to too. He overcame his own risk aversion and made a plan to start this financial planning firm in pursuit of his own version of a great life.
Kyle has earned the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation and loves talking about retirement (traditional, early, or alternative). He enjoys digging through complex financial topics and simplifying them down to simple explanations and effective solutions. He has no interest in using industry jargon or trying to make you feel bad about your finances. He's here to help.
When Kyle is not working on the next great spreadsheet, he enjoys hiking, playing with his kids, watching the Broncos, and drinking herbal tea.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Retirement Planning Counselor (CRPC)
Affiliations
Fee Only Network
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free introductory call. This is a quick and simple phone call where you can ask a couple questions and confirm you might be a good fit. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Simmons Investment Management is a professional yet relaxed firm that has high integrity and a desire to see you thrive. Our philosophy is to treat money as a tool that you use to reach your goals and live a simpler, happier, and less stressful life.
We are located in Broomfield, Colorado and serve clients both locally and nationally. We can meet with you virtually, in your home, or at one of several Northern Colorado and Denver Metro area meeting spaces.
We are a Fiduciary and Fee-Only. This means that we don't sell products, we don't get paid commissions, and we don't receive referral fees. Instead we seek to reduce conflicts of interest by putting your interests ahead of our own in order to have a more objective relationship with our clients.
We offer a suite of services to help our analytical clients and their families to offload stress, rise above risk aversion, and enjoy the benefits of their hard work and success.
✔️ WEALTH MANAGEMENT
Wealth Management is comprehensive and ongoing, and includes Investment Management and Financial Planning. Most clients choose to become Wealth Management clients as it includes the full slate of services that we offer.
✔️ INVESTMENT MANAGEMENT
We also offer standalone Investment Management. Save time by outsourcing your investments so that you can spend more time on what really matters to you. We will get to know you and then implement a portfolio that meets your needs.
✔️ FINANCIAL PLANNING
In addition to the included comprehensive and ongoing Financial Planning that is included with Wealth Management, we also offer several one-time project-based financial planning services.
Education
University of Colorado, Boulder B.S., Electrical Engineering
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.