Shane W. Cummings, CFP®, AIF®

Shane W. Cummings, CFP®, AIF®

Wealth Adviser and Director of Technology/Cybersecurity, Halbert Hargrove

Shane W. Cummings is based in Halbert Hargrove’s Denver office and holds multiple roles with Halbert Hargrove.  As Director of Technology/Cybersecurity, Shane’s overriding objective is to enable Halbert Hargrove associates to work efficiently and effectively, while safeguarding client data.  As wealth adviser, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments.

Shane received his Bachelor of Arts degree in Communication from UC San Diego in 2003 and his MBA from Chapman University in 2007. He earned the ACCREDITED INVESTMENT FIDUCIARY™ designation from the University of Pittsburgh-affiliated Center for Fiduciary Studies and he is a CERTIFIED FINANCIAL PLANNER™ professional.

Office: 303.691.5070 | Toll-free: 800.435.3505 | Email: scummings@halberthargrove.com | Website: www.halberthargrove.com | LinkedIn: www.linkedin.com/in/shanewcummings

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