Find a PBFPTM certified advisor
CEO, Founder, Creator, and Author
Kyle is the founder and creator of Fiveth LLC and the Personal Financial Snapshot model and the Author of ‘Principles Based Planning: A Better Approach to Financial Planning.’ He is a family man, a husband, a father, and an avid fisherman (seriously, he'd love to talk about any type of fishing anytime), and he is also a Certified Financial Planner® who fully practices being a Principled-Based Financial Planner. He graduated from Utah State University in 2001 with a Bachelor's degree in Personal Financial Planning and is a multi-year qualifier for Top of the Table with MDRT. He currently lives and works in San Antonio, Texas with his family and serves clients throughout the United States. The principles and concepts Kyle teaches in the Personal Financial Snapshot online program are essential to his success as a Financial Planner. He really does practice what he preaches with his own clients and trains his advisors within his financial planning firm, Unique Advantage LLC.