Rahul . Kashyap CFP
Co. Financial Partners
Rahul Kashyap began his career over 10 years ago as a Registered Representative with Charles Schwab. Prior to joining Colorado Financial Partners, LLC, 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.
As a Financial Consultant, Rahul helps simplify his client’s lives by working with their Attorney and/or Accountant to implement agreed upon strategies to deliver comprehensive Financial Plans, Estate Plans and ways to reduce taxation.
Rahul holds the Series 7 & 65 registrations, and is licensed for Life and Health Insurance.
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.
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