KYLE TEMPLE CERTIFIED FINANCIAL PLANNER™

Senior Support Planner

Kyle is from Camas, WA and has been living in the Seattle area since his graduation from Washington State University. Previously working for a local wealth management firm, he has gained a vast amount of knowledge and experience during his time in the financial services industry. Kyle hopes to bring his passion for finance and technology to better serve clients on their terms. He enjoys Seattle sports, the local outdoors, traveling, and hanging out with friends when he’s outside the office.

Profile & Experience

PRACTICE RESPONSIBILITIES

  • Client support and planning
  • Investment Analysis
  • Portfolio design and implementation
  • Technology and innovation
  • Client interaction and service

WORK HISTORY

  • Certified Financial Planner (CFP®)
  • Financial Associate, Local Wealth Management Firm 2014-2017
  • Investment Advisor Rep, Regional Broker/Dealer 2013-2014

EDUCATION

  • Bachelor of Arts- Degree in Finance, Washington State University 2013