Kyle Spitzer
Kyle Spitzer, CFP® Senior Associate Financial Planner

Office Location: Bellevue

Phone: 425.274.2429

How do you play the role of a mainspring in our clients’ lives?

By building strong relationships with our clients that allow us to understand how we can best help them achieve their financial goals. My goal is that our clients can consult with me on any financial questions they may have.

What drives you?

Helping a client achieve something that they didn’t think was possible. Whether it be retiring sooner than they planned, helping their kids buy a home, or taking a dream vacation, it brings me joy to see clients enjoy the benefits of good financial planning.

How do you spend your time outside of work?

I enjoy spending my time with family and friends throughout the Puget Sound area. You can usually find me doing something sports or music related. I love playing golf, watching the Mariners and Seahawks, and going to concerts.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.