Kyle Newell (CFP®, CRPC®, MS)

Kyle Newell focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I have spent 10 + years helping with their finances. While working with a diverse mix of clients over that time, I have spent a considerable amount of time helping these types of clients:

  • Near retirees looking to retire before 65
  • Disney executives and cast members
  • Academics that work for the State of Florida system

Clients usually come to me needing help answering questions on their mind. Some of the top questions are:

  • Am I on track?
  • Am I doing the right things?
  • Am I missing anything?

NAPFA Start Date

March 07, 2022


This Office

213 S Dillard St Suite 150H Winter Garden, FL 34787 Phone: (407) 337-7128