Kyle Smith

CFP®
Financial Advisor

Contact

(703) 940-3475
Email

Kyle C. Smith, CFP®, is a Financial Advisor in SEIA’s Virginia office. Kyle began his career in financial advising in 2006 and has been working directly with David and his clients since 2008. As a Financial Advisor, Kyle’s mission is to provide clients with a diverse range of solutions while focusing on the specific concerns and circumstances of each individual client.

A native of Montgomery County, Maryland, Kyle earned his Bachelor of Science degree in Finance from Towson University. In addition, Kyle earned his CERTIFIED FINANCIAL PLANNER™ certification in 2013 after completing the professional education program through the College of Financial Planning. Kyle holds the FINRA Series 6, 7, 63, and 65 professional securities licenses and life & health insurance licenses (VA Insurance License# 536072).

Outside of work, Kyle enjoys spending time with his family and friends, working on cars, playing sports, and cheering on the Capitals, Orioles, and Commanders. He resides in Arlington, Virginia, with his wife, son, and daughter.

 

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