Kyle McCann, CFP®
CERTIFIED FINANCIAL PLANNER™
Kyle comes from a family of educators so it’s no surprise that he focuses so much of his client interactions around educating them on the financial planning process. Being a CERTIFIED FINANCIAL PLANNER™ professional gives Kyle the knowledge and skill set to assist clients with all aspects of their financial lives. For over 12 years, Kyle has been helping individuals, families, and small business owners navigate the ever-changing financial landscape.
Moving to Reno
Kyle and his family move to Reno from Cleveland, Ohio for his father's business interest.
University of Nevada
Kyle graduates from the University of Nevada, Reno with a Bachelor's degree in Finance.
Moving to Ohio
Kyle moves back to Ohio, this time to Cincinnati to join his now wife, Nicole while she completed her residency in Pediatric Dentistry. While there, Kyle works for one of the largest financial services firms in the country, introducing him to “personal finance.”
Back to Reno
Kyle moves back to Reno and continues to expand his professional experience while working in several financial services positions.
Masters in Finance
Kyle completes his Masters in Finance degree from the University of Nevada, Reno.
CERTIFIED FINANCIAL PLANNER ™
Kyle earns the CERTIFIED FINANCIAL PLANNER ™ designation
Vantage Wealth Planning
Kyle rebrands KRM Wealth Management, LLC, to Vantage Wealth Planning and welcomes Ben to the firm.