Kyle Ryan, CFP® Profile Photo

Kyle Ryan, CFP®

Kyle Ryan, CFP®, ChFC®, is a co-owner and financial planner at Menninger & Associates Financial Planning. He provides his clients with financial products and services, always with his client's individual needs foremost in his mind.

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.

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