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 clients' 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’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®

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,...

10 Reasons Your Student Loan Payment Increased (and What to Do About It)

Noticed your student loan payment went up and not sure why? You’re not alone. A...

How Student Loans Affect Your Retirement

Retirement may be years away, but it’s never too soon to start planning for it. If you borrowed money to pay for college...

How to Read Your Student Loan Statement

If you’ve gotten your first student loan statement, you may feel overwhelmed by all the details.  The format for a student loan statement...

Refinance Timeshare Loans

Almost 10 million households in the United States own some type of timeshare, whether it’s a deeded timeshare, fractional ownership, private club, or...

Personal Loans in Wisconsin

A personal loan is money you might borrow from a bank, credit union, or online lender. With a personal loan, you make fixed...

The Beginner’s Guide to Investing in Precious Metals

Investing in precious metals is a smart way to diversify your portfolio and protect your...

How to Prequalify for a Personal Loan

Prequalifying for a personal loan is a step before the official loan application process. At this stage, lenders will assess you as a...

Reverse Mortgage Interest Rates

Many older homeowners find themselves asset-rich but cash-poor as they approach or enter retirement. If you’ve owned your home for decades, chances are...