Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Kyle has been in the professional financial services industry for over 15 years. He received his Bachelor’s degree in Business Finance from California State University Long Beach. He currently holds a BFA™, Behavioral Finance Advisor certification and is a Certified Financial Fiduciary®, as well as his Securities licenses Series 7, 66, and life insurance licenses in multiple states. Kyle focuses on guiding individuals through major transitional life events, such as retirement, divorce, the death of a spouse or the selling of a business. He specializes in advanced financial plan design, investment management, tax strategies, retirement planning, income planning, insurance planning, and estate planning strategies.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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