Kyle Rizi, Financial Advisor

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Sustainable investing
  • Estate & Legacy Strategies

About Kyle

As a successful investor or business owner, you know the importance of developing a strategy and seeing it through. Working in partnership, our team works with a select group of clients to help them organize, build, protect and ultimately transfer their wealth. In doing so, we strive to develop long-term relationships and partner with our clients for life. We also work to create strategic partnerships with your accountant, attorney and other professionals to help ensure we are always implementing the most impactful financial strategies.

In began my career with Edward Jones in 2008. In 2011, I was honored to become a...

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Missouri-ColumbiaBachelor of Business Admin

Personal Interests

  • Traveling
  • Spending Time with Family
  • Music
  • Football

Team Members

  • Nicole Caravella
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

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