Kyle Simmons, CFP®

Trusted Financial Advice for Engineers and Tech Professionals

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Simmons Investment Management Kyle Simmons, CFP®
Broomfield, CO

Serving Clients Nationwide

Trusted Financial Advice for Engineers and Tech Professionals

0 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Career
  • Compensation Planning
  • Employee Benefits
  • Employee Stock Options
  • Financial Life Planning
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

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
  • XY Planning Network

Primary Location

Broomfield, CO

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

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

Badges

Hobbies and Interests

  • Board Games
  • Camping
  • Family
  • Football
  • Hiking
  • Traveling
  • Volunteering

Who We Serve

  • Baby Boomers
  • Christians
  • Corporate Executives
  • Couples
  • Engineers
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Individuals
  • Living in Retirement
  • Parents
  • Sales Professionals
  • Scientists
  • Technology Professionals
  • Travel Lovers
  • Women Professionals
  • Young Families

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.

Write a Review


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.

No reviews yet.