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’s Fox School of Business
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 portfolio reviews, recommendations, and implementation. Kyle is a co-host of the Fresh Finance Podcast, which offers a fresh new take for people to consider when evaluating their financial picture.
Kyle has obtained his Series 7 and 66 securities registration, currently held by LPL Financial, as well as his life, accident, and health insurance license in Pennsylvania. In December 2020, Kyle earned the prestigious Certified Financial Planner (CFP®) certification from the CFP Board. In October 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®
The 9 Best Ways to Diversify Your Investment Portfolio
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Debt Relief vs. Bankruptcy: Pros, Cons, and How to Choose the Right Path
When you’re overwhelmed by medical bills, credit cards, or personal loans, bankruptcy may seem like...
What Is Debt Relief, and How Does It Work?
Sometimes it seems like you’ll be stuck in debt forever, no matter how hard you try. But it is possible to get out...
How Does Figure Use Blockchain for Its HELOCs?
Figure uses blockchain to make getting a HELOC faster and more affordable. This technology removes...
Home Equity Loan Terms
A home equity loan lets you tap into the equity you’ve built into your home. You can use this money for any expense,...
Why Gold Can Lose Value and How to Protect Your Investments
Gold has a reputation as a safe haven for wealth and a hedge against inflation....
Indiana HELOC Rates and Lenders
Using a home equity line of credit (HELOC) to help with tasks like renovating your home in Indiana or consolidating high-interest debt can...
South Dakota HELOC Rates and Lenders
A home equity line of credit or HELOC can be a great option if you’d like to consolidate debt, renovate your home, pay...
HELOCs for Accessory Dwelling Units (ADUs): A Closer Look at Costs and Financing with Equity
Whether you’re designing an accessory dwelling unit (ADU) because your family needs more living space,...