Cincinnati, OH
Principal Wealth Advisor
Kyle Rudduck is a highly experienced wealth advisor with over 12 years industry experience. Prior to transitioning to wealth management, Kyle's career was focused on providing business valuation and transaction advisory services. This experience uniquely prepared him to be an accomplished problem solver for retirees, business owners, and family office clients. Whether your questions center around "how much do I need," "is it enough," or "is this the best way," Kyle's personal approach and detail oriented personality will help ensure you have the answers you need. Kyle is a CFA Charterholder and CFP® Planning Professional. He graduated from Capital University with a degree in economics. He is the author of the book "Perfect Approach" which can be found on Amazon. When not serving clients, Kyle is an avid Cincinnati sports fan (Who-Dey!) and enjoys as much time as he can get on the golf course.
Experience
Compound Planning
1 year
Constellation Wealth Advisors
5 years
Creative Planning
2 years
Truepoint Wealth Counsel
3 years
Qualifications
Capital University
Economics
Certified Financial Planner™
CFP®
Chartered Financial Analyst®
CFA®
Specialities
Investment management
Alternative investments
Financial planning
Retirement planning
Liquidity event planning