Rahul Kashyap, CFP
Rahul Kashyap began his career with Charles Schwab as a Registered Representative over 10 years ago. Prior to joining Colorado Financial Partners, Rahul worked for a private wealth management firm as a Relationship Manager and Investment Counselor.
Rahul’s financial management philosophy draws on his education as a CERTIFIED FINANCIAL PLANNER™. In addition to managing client portfolios, he delivers holistic services including Long Term Care Planning, Risk Management and Retirement Income Planning. Recognizing that there are important issues affecting client’s financial lives outside his expertise, he utilizes third party resources to deliver Estate Planning, Tax and other services.
He has been interviewed on NBC 9News in Denver on the topic of personal financial planning. Rahul is a member of the Financial Planning Association, the Association for Corporate Growth, and regularly volunteers through the United Way of Denver. He is a former member of the Board for the Governor’s Residence Preservation Foundation.
Rahul holds the Series 7 & 65 registrations. He is licensed for Life and Health Insurance in Colorado.
Rahul attended the University of Massachusetts earning his Bachelor’s degree in Journalism. He resides in Denver, Colorado with his wife, Beth and son, Kiran.
GE Buenning, Branch Manager
G.E. Buenning, Branch Manager
14143 Denver West Parkway, Suite 510
Lakewood, CO 80401
Office: 303-393-2405
Email: ge.buenning@lpl.com
Professional Background
After college, G.E. started in the Financial Services industry in a consultant capacity. With 6 years as a Consultant, he established a Branch Office managing Financial Consultants in Milwaukee, Wisconsin, and was transferred to Denver in 1993 to head up the Branch Office for his broker/dealer. Today, he is a Managing Principal with LPL Financial and is the OSJ supervisor of Colorado Financial Partners, LLC, which is LPL’s largest Branch Office in Colorado.
Also:
Julie Coberly, Administrative Specialist
Eric Fletcher, Executive Assistant
Heather Palumbo, Para-Planner
Brenda Walters-Esh, Marketing Coordinator
Patricia Tregellas, Compliance Supervisor