Kyle Attarian (AIF®, BBA, CFA, CFP®, MBA)

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

  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

Raised in a military family, Kyle had to learn from a young age how to build relationships on the go. This experience led to an innate ability to foster quick rapport essential to understanding individuals and their circumstances.  In his role as a Wealth Manager this ability to gain trust and understanding helps him truly advocate for clients in setting and acheiving their financial goals.

After attending business school at the University of Memphis, he spent the early part of his career in Tennessee working as a financial planner before relocating to St. Louis in 2009 to join Plancorp.  In 2018, he returned to his home state to open Plancorp’s Nashville branch, and was thrilled to bring independent, objective advice to Tennessee.

"I am passionate about helping people with a “do the right thing” attitude every step I take. This is something that all of my life’s experiences have helped mold. It's also fundamental in how I approach my role at Plancorp."

Additional Information

Kyle has a passion for giving back and community involvement.  As a former board member of Nurses for Newborns and current member of Mid South Therapy Dogs & Friends, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys traveling, sports, exercise, anything outdoors and spending time with his wife and young daughters.

NAPFA Start Date

July 09, 2018


This Office

Call for an Appointment Nashville, TN 37203-1623 Phone: (901) 497-2649