Jordan Kunz, CFA, CFP^®, CSRIC^™

Jordan Kunz, CFA, CFP®, CSRIC® joined Lido in 2023 as part of its partnership with Colorado Financial Management (“CFM”). He has always been a creative problem solver and finds intrinsic satisfaction in turning complex concepts into accessible elements. His strategic and analytical approach is put to good use when guiding families and nonprofit clients toward their investment and financial planning goals.

Jordan began his career in Boulder with Harbor Wealth Management in 2007 as an Associate Wealth Manager. Five years later, he joined the growing team at what was then Sargent Bickham Lagudis and would later become CFM.  

He graduated from Pomona College with a BA in economics and a mathematics minor. He’s a lifelong learner and is a CFA charterholder, a CERTIFIED FINANCIAL PLANNER™, and a Chartered SRI Counselor℠.

Jordan is an active volunteer with CFA Society Colorado, previously serving as President, and he also served on the Board of Directors for Bolder Young Professionals. He is an avid outdoors enthusiast and his favored pursuits include skiing, mountain biking, mountaineering, fly fishing, and capturing those moments behind a lens. Clients are welcome to schedule an outdoor meeting any time! Jordan lives in Golden with his wife and their dog and two birds.