Our company started because our founder, Judy Shine, couldn’t find a financial advisory firm that would provide the advice she wanted and needed. In fact, they didn’t exist.
As a highly-successful sales professional at Xerox, Judy needed unbiased professional advice on how to invest her money and make good financial decisions. But where could she turn for objective advice? With whom could she feel comfortable talking about her financial success and the challenges it presented?
After several disappointing investment losses due to self-serving sales agendas, Judy decided to take matters into her own hands. She enrolled in the Certified Financial Planner® (CFP®) certification program.
In 1986, once certified, Judy took a job writing financial plans for a new division of New England Life. Before long, she decided to step out and create the firm she had hoped to find years earlier. In 1995, Shine Investment Advisory Services, Inc. was born.
Over the years, our firm has expanded to include a team of like-minded CFP® professionals sharing the same commitment to provide the care and advice that Judy once sought for herself.
Today, our nationally recognized firm exceeds Judy’s original vision as a safe haven of investment advice for people like her. We are proud to set the standard for excellence in the Denver market by integrating the highest level of institutional portfolio management with deep, broad financial planning expertise.
We are committed to being the kind of advisor that we would seek ourselves and that we would recommend to our family members. Over the last two decades, we’ve enjoyed many productive and interesting relationships with people in our community. Our strategies continue to evolve and grow as new generations of people seek objective advice and a safe place to discuss their own challenges.