Kyle J. Schiffler, CFP®, ChFC®, CLU®, AIF®, CPFA®, RICP®

About Kyle Schiffler 

With over two decades of experience in financial advising, Kyle Schiffler has built a reputation for delivering personalized strategies and exceptional service to his clients. Since 2002, Kyle has been helping individuals, families, and businesses navigate the complexities of financial planning, empowering them to achieve their goals with confidence.

Commitment to Continuous Improvement 

"As iron sharpens iron, so one person sharpens another." - Proverbs 27:17. Kyle takes this proverb to heart, believing that personal and professional growth comes through challenge, support, and interaction with others. He actively participates in two industry-leading financial advisor study groups, where top professionals share ideas and strategies to enhance their practices. Additionally, Kyle engages with renowned business coaches through the Carson Group Coaching and Strategic Coach programs, ensuring he remains at the forefront of industry advancements.

Professional Training and Certifications 

Kyle’s commitment to excellence is evident in his extensive professional training and certifications, which include:

• CERTIFIED FINANCIAL PLANNER™ professional (CFP^®)
• Chartered Financial Consultant (ChFC^®)
• Chartered Life Underwriter (CLU^®)
• Accredited Investment Fiduciary (AIF^®)
• Certified Plan Fiduciary Advisor (CPFA^®)
• Retirement Income Certified Professional (RICP^®)
• FINRA Series 7 Securities
• FINRA Series 66
• Life/Health/Accident Insurance Licenses

Education & Academic Achievements 

Kyle graduated Magna Cum Laude from the University of St. Thomas with a Bachelor of Arts degree in Finance, complemented by minors in Economics and Computer Science. He also earned a Wharton Certificate in Retirement Planning from the prestigious Wharton School at the University of Pennsylvania, further enhancing his expertise in wealth management and retirement strategies.

A Tailored Approach to Financial Planning

Kyle understands that every client has unique financial goals and challenges. His process begins with listening—taking the time to understand your aspirations, priorities, and concerns. From there, he collaborates with you to design a customized strategy that aligns with your objectives. As an investment advisory representative with Equitable Advisors, LLC and an agent with Equitable Network, LLC, Kyle leverages a broad range of products and resources to bring your financial plan to life.

Why Work With Kyle? 

Kyle combines technical expertise with a genuine passion for helping others. His practical, goal-oriented approach ensures that you’re not just buying financial products—you’re building a roadmap to a secure and prosperous future.

Kyle is grateful for the trust his clients place in him and looks forward to continuing to serve them with dedication, integrity, and care.

Watch Kyle’s National Honor Associate video:  Click Here

CFP® and Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.