Compound Planning crosses $2 billion of assets under management
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location

Cincinnati, OH

Kyle Rudduck

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 C...

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(937) 373-4889

[email protected]

LinkedIn

Experience

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Compound Planning

1 year

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Constellation Wealth Advisors

5 years

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Creative Planning

2 years

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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

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