Kyle Summers, CFP®
Kyle serves as a 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.
With more than seven years of experience in the financial services industry, Kyle offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Kyle served as a financial planner at a large independent advisory firm, where he was involved in portfolio construction, tax planning and financial plan creation and execution.
Kyle received his Bachelor of Science degree in finance from St. Joseph’s University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Kyle and his wife, Simone, enjoy traveling, sampling new restaurants and spending time with their son, Finn.
Articles by Kyle Summers, CFP®
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