Kyle Schiffler

Background

About Kyle Schiffler

Kyle Schiffler has been successfully providing financial advice and superior service to his clients since 2002. To stay on top of his field and develop his professional skills, Kyle attends industry training and certification programs. This includes completing the curriculum and passing the exams for the: CERTIFIED FINANCIAL PLANNER™ professional (CFP®) Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Accredited Investment Fiduciary® (AIF®) Certified Plan Fiduciary Advisor (CPFA) FINRA Series 7 Securities FINRA Series 66 Life/Health/Accident Insurance In addition to industry training and certification programs Kyle values being involved in professional associations to further assist his clients in assessing their financial situations. Kyle's academic achievements include: Bachelors of Arts Degree in Finance with minors in Economics and Computer Science from the University of St Thomas - Magna Cum Laude Wharton Certificate in Retirement Planning - Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. Kyle's education, experience and professional affiliations have fostered his practical approach to offering financial advice and planning services to his clients. Rather than just recommending a hodgepodge of unrelated products, first Kyle will consider your specific financial goals and investment objectives. Working together, Kyle can help formulate a strategy to help you work toward your goals. Then, as an investment advisory representative of a securities brokerage, Equitable Advisors, LLC, and an agent of an affiliated insurance brokerage, Equitable Network, LLC, Kyle will recommend the appropriate products and services to help you execute your strategy. Kyle is thankful for the privilege of working for you and your continued support and business!