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Kyle Harlow, Financial Advisor

FINANCIAL ADVISOR
Kyle Harlow

CEPA®, AAMS™, CRPC™
9381 E Stockton Blvd Ste 119, Elk Grove, CA 95624opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Strategies

About Kyle

Helping families and business owners navigate all aspects of their financial well-being is what I love doing. Every aspect of your financial strategy is centered around having a deep understanding of what our clients value the most. What matters most to our clients is what matters to us. Relationships are the most important aspect our partnership. We will work together to create a custom comprehensive financial strategy that reflects all aspects of your financial goals.

In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

Prior...

Work History

  • Edward JonesJuly 2021 to Current
  • Franklin Templeton Fin'l SvcsJuly 2020 to June 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Cal State Univ-SacramentoBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Personal Fitness
  • Traveling
  • Football

Team Members

  • Goretti Duarte
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(916) 602-1840

Fax

(844) 721-4048

Office Address

9381 E Stockton Blvd Ste 119
Elk Grove, CA 95624opens in a new window

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