Hi. I’m Ken Moore.
I help people make sense of the universe of financial services products to best fit their lifestyles and goals while filtering out constant media distractions. I give them the tools to make their personal resources serve their needs and goals most effectively and efficiently.
Financial professionals should serve their clients’ needs, as well as be a teacher so investors understand and best utilize the appropriate solutions.
"Truth is ever to be found in simplicity, and not in the multiplicity and confusion of things."
~ Isaac Newton
I have two decades of experience in the financial services industry with both Fortune 500 firms and a small boutique investment firm working with complex financial tools to guide a wide variety of high-networth professionals and their clients. My background and expertise center on solving retirement income planning needs, alternative investments, and wealth transfer for families. My focus has always been on fitting solutions to clients' needs and providing the highest level of customer service.
Outside of work, I enjoy skiing a variety of Colorado slopes, biking, and pushing myself to complete triathlons. Being active in my community is important and I enjoy working with FoodBank of the Rockies and a variety of veterans charities like the Colorado Veterans Project.
I also enjoy traveling to see family & friends and meeting new people throughout the US and also Europe & Australia.
My Irish immigrant mother always led by example with her hard work and her dedication to family. She provides a constant reminder of why hard work & serving others is a true calling. I’m the proud brother to two US Armed Forces National Guardsmen.
Here are a few hidden gems about me that many don't know:
Just “one quick ski trip” to Colorado about 25 years ago from the east coast gave me a new home and many new adventures.
History books and documentaries have always kept my attention, especially American history. We all can learn lessons from each other’s stories and history.
My Irish grandfather shared the art of storytelling many years ago with me and my siblings. He spun many great life lessons into his many tales and always with a touch of humor. To this day, I love to listen to new personal stories from anyone I meet and like to share a few of my own.
Don‘t be intimidated by market fluctuations and people who push new directions/solutions at every turn.
Insist on a better advocate to help you.
If this speaks to you and you think that we may work well together, call me at (303) 378-4079, e-mail ken@upleftfinancial.com or you can schedule an appointment and we can talk about what comes next