Stephen D. Kyle,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen D. Kyle, CFP®

Senior Wealth Manager

River Capital Advisors, L.C.

5011 Gate Parkway, Building 100, Suite 300
Jacksonville, FL 32256
FINANCIAL ADVISOR'S WEBSITE
(904) 398-2075 CONNECT WITH Stephen
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General

Stephen Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at River Capital Advisors, L.C. in Jacksonville, FL and the surrounding communities.

Financial Advisor Experience

Stephen has worked in the financial services industry since 2010. Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and received his Bachelor of Arts degree from Florida State University. Prior to coming to River Capital Advisors, he worked in an insurance agency and gained extensive knowledge in property and casualty, life, and health insurance. While working at the agency, he would see many clients struggling to pay their bills and failing to plan ahead in various financial areas. This experience left him with a desire to earn his CFP® certification so he could provide advice to clients in all areas of their financial life. He came to RCA in 2015 because he wanted to advise clients without the pressure that comes with selling products. Stephen is passionate about helping clients in the areas of cash flow and budget planning, education planning, insurance planning, retirement planning and tax planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Personal Taxes

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