About Kyle Ryan, CFP®
Current Role
Co-owner, financial planner
Expertise
- Comprehensive Financial Planning
- Tax Planning
- Investment Planning
- Retirement Planning
- Estate Planning
Achievements
- Five Star Wealth Planner
- Best Of Montgomery County 2023
Certifications & Degrees
- Certified Financial Planner™
- Chartered Financial Consultant
- Temple University
Personal Finance Experience
Kyle graduated in 2019 from Temple University’s Fox School of Business with a concentration in financial planning. Before joining Menninger & Associates full-time in April 2019, Kyle completed a part-time internship where he learned to love the detail-oriented approach to financial planning solutions.
His primary responsibilities include meeting with clients, conducting regular financial updates, building comprehensive financial plans, and conducting investment portfolios reviews, recommendations, and implementation. Kyle is a co-host of the Fresh Finance Podcast, which takes on a fresh new take for people to consider when evaluating their financial picture.
Kyle has obtained his Series 7 & 66 securities registration, currently held by LPL Financial, as well as his life, accident and health insurance license in Pennsylvania. In December of 2020, Kyle earned the prestigious certified financial planner (CFP®) certification from the CFP Board. In October of 2022, Kyle earned the prestigious chartered financial consultant (ChFC®) certification from the American College of Financial Services.
In January 2022, Kyle was invited to become a co-owner of Menninger & Associates which set in motion the firm’s succession plan for the next generation of clients.
Latest from Kyle Ryan, CFP®
Can You Own Crypto in a Roth IRA?
Cryptocurrency is considered a speculative investment, and prices can be incredibly volatile. However, if you want to diversify your retirement savings with digital...
The Best Crypto IRAs of April 2025
It’s not often you witness the birth of a new investment class, yet that’s exactly what’s happening now with cryptocurrencies like bitcoin. Investors...
How to Ask for More Financial Aid (Even Mid-Semester)
Without financial aid, most students couldn’t afford tuition, books, and everyday living expenses while going...
What Shouldn’t You Use a Personal Loan to Purchase? 8 Bad Ideas
You know how personal loans can feel like a financial Swiss Army knife? You can...
5 Types of Short-Term Loans That Might Work (and 5 to Absolutely Avoid)
Cash in a hurry. That’s the best way to sum up short-term loans: typically, these...
Will Silver Go Up? Our Predictions for 2025
Silver has slightly outperformed gold over the past five years and also held onto a lead over the past year. Although gold has...
3 Ways to Sell Your Home and Still Live in It
While it’s not the most common path for homeowners, selling your home but still living in it is possible with three options: a...
The 9 Best Ways to Diversify Your Investment Portfolio
Diversifying your investment portfolio is a strategy for protecting and growing your investments. You reduce...
7 Smart Ways to Get Help With Student Loan Debt in 2025
If you’re feeling overwhelmed by student loans, you’re not alone—and you’re not out of options....
Debt Relief vs. Bankruptcy: Key Differences and How to Know Which Is Best
When you’re struggling to pay off a crushing amount of credit card, medical, or other...