Taking new clients

Hi. I’m Kyle Hurt

Kyle brings seven years of experience to the financial industry, specializing in the delivery of comprehensive, holistic financial planning. As a Certified Financial Planner™ (CFP®) with a Bachelor’s Degree in Financial Management, Kyle possesses the technical expertise and strategic insight necessary to support both clients and advisors in navigating complex wealth management landscapes.

Kyle believes that a balanced life fuels professional success. He is an avid surfer and maintains an active lifestyle, often finding parallels between the discipline of the ocean and the focus required for financial strategy. Deeply rooted in his community, Kyle is dedicated to service and personal growth. He is a frequent reader of theology and philosophy, interests that provide him with a unique perspective on human connection and a grounded approach to client relationships.

Kyle Hurt, CFP®
FINANCIAL PLANNER
About Kyle Hurt

"The only wisdom we can hope to acquire is the wisdom of humility: Humility is endless. My path to financial planning started from a mix of personal interest and timely opportunity. I enjoy numbers and I enjoy people, this career is the perfect blend of the two."

I hope to bring clarity and peace to client's financial lives. I have the privilege of getting to work with clients that are just starting or close to their retirement journey.

Credentials & focus
Credentials

CERTIFIED FINANCIAL PLANNER®

Series 65

Areas of focus

Tax Planning

Retirement Planning

Income Planning

Roth Conversion Analysis