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Kyle Harper, ChFC, CASL, RICP, CLU

Kyle Harper, ChFC, CASL, RICP, CLU

Financial Planner | Professional Wealth Advisor

Kyle has worked in the Financial Services Industry since 2010. Kyle “inherited” his father’s - Jeff Harper’s - keen analytic and technical ability and desire to work with people. Kyle coordinates the management of client accounts and assists with portfolio modeling in addition to serving his clients.

Kyle has participated in numerous coaching programs throughout the country to develop his natural skills and become the firm’s resource for various programs. He has earned the Chartered Financial Consultant (ChFC) certification, the Chartered Advisor for Senior Living (CASL) designation, the Retirement Income Certified Professional (RICP) designation, and the Chartered Life Underwriter (CLU) designation.

As a Financial Advisor, Kyle takes the time to truly understand the needs and goals of the prospects and clients he meets with and he works in collaboration with the firm’s advisors to develop and implement customized recommendations. Kyle’s goal is to continue to grow his practice in partnership with his team. Kyle specializes in investment planning and group benefits for businesses.

Kyle’s son Brandon keeps him physically fit as they enjoy many father-son activities together.

Fun Facts about Kyle

Kyle is a skilled musician, mechanic, martial arts enthusiast and home improvement specialist.

Kyle is a songwriter and occasionally serenades the administrative staff during lunch breaks while playing his guitar.

Favorite Quote:

“The two most important days in your life are the day you are born and the day you find out why.” -Mark Twain