Colin Shepherd
Wealth Advisor
“I am passionate about Financial Empowerment so that my clients understand their options”
Get To Know Colin
This Monday, meet one of our wealth advisors, Colin Shepherd. Colin grew up in Denver, Colorado which naturally encouraged him to spend time outdoors. He and his wife Hannah take every opportunity to escape the Scottsdale heat and head up to the mountains with their two dogs, Rufus and Birdie. They enjoy hiking, camping and even squeezing in a little fishing. Colin says that he dislikes the hot Arizona summers! Fun fact… Colin actually collects Yeti’s! If Colin could meet anyone, he would choose Gordon Ramsey! Colin’s favorite foods include French food, seafood, and steak! His favorite dessert is ice cream.
Colin is passionate about financial empowerment. He enjoys getting to know his clients on a personal level to ensure the strategy they create together is in their best interest, especially as life continues to change. Learn a little more about Colin:
- He enjoys international travel and exploring the world. The first destination on his bucket list is Northern Italy.
- If he could have any superpower, it would be transportation!
- His favorite holiday is Christmas.
- You will catch him rooting for the Denver Broncos.
- Colin is an early bird! His hidden talent is waking up early!
Colin Shepherd
My name is Colin Shepherd and I am a Wealth Advisor within the CorePath Family and have been working with the team for almost 6 years now. I grew up in Denver, Colorado which naturally encouraged me to spend time outside – 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 and exploring the world is our favorite activity, but when we stay local, we love spending time outside – hiking, camping and even squeezing in a little fishing. My wife, Hannah Shepherd, is a Dermatology P.A.-C in Scottsdale and is an Arizona native herself.
Working as a Fiduciary allows me to set aside the commission-based investment products and instead focus on providing financial advice, guidance, and investment management that is in the best interest of my clients. 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 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 proactive and flexible.
We are continually addressing cash flow and savings plans, debt management, real estate and private investments, employer-sponsored retirement plans, Roth IRAs, family and estate planning, small business management and everything else financially-related that is important.
Services I provide
Fee-Based Financial Planning
Investment Management for Brokerage and Retirement Accounts
H.E.N.R.Y. Wealth Roadmap Planning
Small Business Financial Advice and Guidance
Family Office Services for the Mass Affluent
Clients I Serve Best
Young Medical Professionals
Recent graduates from Veterinary, Dentistry, or Medical Schools and Residency Programs
H.E.N.R.Y. Wealth Roadmap Planning
High Earners Not Rich Yet who desire/seek the same concierge level services of the mass affluent
Small Business Owners
whom want to focus on their business, not the finances
Young Families
those who are planning to start a family, or already have one on the way
Scottsdale Office
CorePath Wealth Partners Phoenix
The Waterfront Building
7114 E. Stetson Dr. #205
Scottsdale AZ 85251
Telephone 480.448.0334
FAX 480.448.5841
Cell phone 520.429.7549