Colin Farr, CFP®
Hi there! 👋🏼 I’m Colin. I enjoy taking the time to understand each client’s individual situation and creating strategies to help them meet their goals. It’s also important to me that my clients understand how their investments work and why their portfolio is set up in a certain manner. From crafting investment strategies to tax optimization, income planning, and preparing for milestones like retirement or college funding – I’m here to help.Â
Denver, Colorado
Sullivan Farr
Wealth Advisors
Michaela and Colin Farr have become partners to establish Sullivan Farr Wealth Advisors at Savvy. They believe that Michaela’s expertise in financial planning with Colin Farr’s investment acumen will help them better serve their clients. They understand the power of collaboration in enhancing client experiences and providing vital support throughout the various stages of their lives.
Michaela Sullivan
"I love spending time educating clients, whether they want all the details or just a high-level overview. I want to ensure that clients understand why they own certain investments, why their portfolio is set up in a certain manner."
Colin’s published work
Market Updates & Economic Outlook
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How can I help?
Retirement Planning
Tax Optimization
​​Investment Management
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Colin.
Get to know Colin
Colin is originally from Northeast Ohio but made his way to Colorado for college and to follow his passion for the great outdoors. His career in finance began at Charles Schwab over 14 years ago, where he spent the last decade as a Financial Consultant, assisting high net worth individuals and families. Holding the title of Certified Financial Planner (CFP®), Colin thrives on nurturing enduring connections and aiding clients in reaching their financial aspirations. He has moved to Savvy to offer his clients a more tailored experience alongside our tech forward team.Â
Residing in Denver, he unwinds from work by indulging in activities such as hiking, camping, and mountain biking. Colin enjoys spending time outdoors with his wife, Sarah, their two children, and their dog, Oliver.
Book a 30-min introductory call with Colin.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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