Colin Shepherd

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.