Colin Shepherd Email and Phone Number
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Colin Shepherd personal email
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My name is Colin Shepherd and I am one of the Advisors of Salus Financial. I grew up in Denver, Colorado which naturally encouraged me to spend time outside and gave me an appreciation for the Great Outdoors. My wife and I take every opportunity to escape the Scottsdale heat and head up to the mountains with our two dogs, Rufus and Birdie. International travel to explore the world is our favorite activity, but when we stay local, we love spending time outside – hiking, camping and even squeezing in a little fly fishing. My wife, Hannah, is a Dermatology PA-C in Scottsdale and is an Arizona native herself.As an RIA-based Wealth Advisor, I do things differently than a ‘traditional’ advisor working for an insurance or investment company. Instead of selling investment or insurance products to my clients, I focus on providing Ongoing Financial Advice and tailored Investment Management from a Fiduciary perspective. I schedule proactive meetings with my clients to evaluate the progress of their plan and ensure we are staying ahead of an ever-changing life. I provide organization and clarity to my clients lives by instilling the confidence that they are on-track to hit their personal and financial goals through objectivity, accountability, proactivity and a long-term partnership. My job as an Advisor is to understand your current resources and challenges while helping to identify your dreams, goals and ambitions. I deliberately take an educational approach during our meetings because I am passionate about Financial Empowerment so that my clients understand their options and the “why’s” and “how’s” behind the recommendations. Then, together, we design a financial ‘roadmap’ to keep you on track and hold you accountable, knowing we have a contingency plan in place to protect against the unknown. While our conversations are focused on financial matters, I get to know my clients on a personal level to ensure the strategy we create together is in your best interest, and as your life continues to change, we are able to grow with it.
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Wealth AdvisorSalus Financial Advisors May 2024 - PresentScottsdale, Arizona, United States -
Wealth AdvisorCorepath Wealth Partners Jan 2019 - Mar 2024Phoenix, Arizona Area
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Financial AdvisorNorth Star Resource Group Dec 2015 - Jan 2019Phoenix, Arizona AreaMy areas of advice include:• Fee-Based Financial Planning• Student Loan Management• Retirement Strategies (Qualified vs. Non-Qualified)• Roth IRAs• Cash Flow Analysis & Budgeting• Tax-Efficient Investment Strategies* • Investment Portfolio Analysis & Recommendations• Disability & Life Insurance• Wealth Accumulation & DistributionFinancial Advisors to not provide tax advice. Please consult at tax professional for advice regarding your specific situation. Colin is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. North Star Consultants, Inc., Insurance Products and Services |CRI Securities, LLC - Securities and Investments |Securian Financial Services, Inc. - Variable Products and Securities | North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. |CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 4645 N. 32nd Street, Ste 200, Phoenix, AZ 85018. 602-224-5366. www.FINRA.org / www.SIPC.org -
Market Research AssociateNorth Star Resource Group Jun 2015 - Nov 2015Phoenix, Arizona
Colin Shepherd Skills
Colin Shepherd Education Details
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Major Gpa 3.9
Frequently Asked Questions about Colin Shepherd
What company does Colin Shepherd work for?
Colin Shepherd works for Salus Financial Advisors
What is Colin Shepherd's role at the current company?
Colin Shepherd's current role is Financial Advice for Successful Medical and Veterinary Professionals.
What is Colin Shepherd's email address?
Colin Shepherd's email address is co****@****ial.com
What is Colin Shepherd's direct phone number?
Colin Shepherd's direct phone number is +152042*****
What schools did Colin Shepherd attend?
Colin Shepherd attended University Of Arizona.
What are some of Colin Shepherd's interests?
Colin Shepherd has interest in Economic Empowerment.
What skills is Colin Shepherd known for?
Colin Shepherd has skills like Financial Analysis, Financial Planning, Financial Modeling, Leadership, Customer Service, Financial Risk, Organizational Leadership, Public Speaking, Financial Markets.
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