Kyle Gearhart

President, Chief Investment Officer

Role
President, Chief Investment Officer at Gearhart & Associates
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kyle Gearhart

Gearhart & Associates offers unbiased, objective advice based solely on individual financial well-being. Whether you are someone with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We’ll help you take a conservative approach to grow your finances and build financial legacies.Kyle is a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. As a Chartered Retirement Planning Counselor℠, Kyle has in-depth knowledge of the needs his clients face both before and during retirement, and addresses important issues such as retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.

Experience

  1. President, Chief Investment Officer

    Gearhart & Associates

    Jul 2022 — Present · Cincinnati, OH, US

    k•••@gearhart-assoc.com51••••••51

Education

  • Miami University

    Bachelor's Degree

    1988 — 1992

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Kyle Gearhart — President, Chief Investment Officer at Gearhart & Associates in Cincinnati, OH, US | Unifers