Stephen Kyle (CFP®)

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

Cash Flow/Budgets/Credit Issues

College/Education Planning

Hourly

Insurance Related Issues

Millennials

Retirement Planning & Distribution Rules

Planning Specialties

Stephen has worked in the financial services industry since 2010. Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and received his Bachelor of Arts degree from Florida State University. Prior to coming to River Capital Advisors, he worked in an insurance agency and gained extensive knowledge in property and casualty, life, and health insurance. While working at the agency, he would see many clients struggling to pay their bills and failing to plan ahead in various financial areas. This experience left him with a desire to earn his CFP® certification so he could provide advice to clients in all areas of their financial life. He came to RCA in 2015 because he wanted to advise clients without the pressure that comes with selling products. Stephen is passionate about helping clients in the areas of cash flow and budget planning, education planning, insurance planning, retirement planning and tax planning.

Additional Information

Outside of work Stephen enjoys spending time with his wife and kids, listening to music, and reading. He is a huge fan of the Chicago Cubs and the Florida State Seminoles.