Kyle Bernstein, CFP®
Wealth Manager
Kyle serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Kyle offers his clients a truly comprehensive planning experience.
Kyle received his Bachelor of Science degree in business administration from the University of Missouri-Columbia. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Kyle is an avid runner and enjoys traveling, golfing and spending time with family.
Articles by Kyle Bernstein, CFP®
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