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®
How to File the FAFSA With Divorced Parents
If your parents are divorced, you may have difficulty filling out the FAFSA. It's important to take the time to talk to both...