Kyle Kirk began his career in wealth management in 2020, driven by an early interest in investing and a passion for helping people make informed financial decisions. He earned a degree in finance with a minor in accounting from Slippery Rock University and later completed a Master of Science in personal financial planning through the College for Financial Planning.
Kyle holds the CFP® certification, Master Planner Advanced Studies™ (MPAS™), Accredited Wealth Management Advisor™ (AWMA®), and Accredited Portfolio Management Advisor™ (APMA®) professional designations, and has earned Series 6, 7, 63, and 66 securities licenses through FINRA.
Before joining UWP, Kyle worked with Hodgin, Chapman & Associates, a private wealth advisory practice of Ameriprise Financial. He specializes in helping clients navigate major financial transitions, including retirement planning, investment management, wealth building outside of a business, and developing tax-efficient strategies.
What he enjoys most about financial planning is that every client’s situation is unique. Building long-term relationships, solving complex financial challenges, and helping clients gain confidence in their financial futures keeps Kyle motivated and continually learning.
Outside of work, Kyle enjoys fishing, boating, camping, skiing, traveling, and serving his community through local nonprofit boards.