Kyle Gearhart
President, Chief Investment Officer
- Role
- President, Chief Investment Officer at Gearhart & Associates
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
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
President, Chief Investment Officer
Jul 2022 — Present · Cincinnati, OH, US
k•••@gearhart-assoc.com51••••••51
Education
Miami University
Bachelor's Degree
1988 — 1992
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