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Kyle Bero

Kyle Bero

Financial Professional

Becoming a financial consultant has not only been a career ambition but has become a personal passion of mine. I'm in the financial planning industry because of the strategy, creativity, and the opportunity to be involved with one of the most dynamic and forward-thinking industries in the world. I want to have a positive impact on the people in my community, helping them develop a mindset of preparing for the future while building long-lasting client relationships based on this principle.

As a member of the Retirement Benefits Group (RBG), I've focused my business on providing wealth management services and financial education to meet the retirement needs of those who build and serve our communities – educators and staff in our schools, colleges, and universities; hospital and municipal workers; and nonprofit employees. In addition to making the most of their retirement programs, I believe it's important to take a comprehensive approach to the other areas of their financial lives.

I have a Bachelor of Business Administration (BBA) with a concentration in finance from West Virginia University (WVU). I'm planning to sit for the CFP board exam in 2022 to continue my promise to clients that they will receive the highest level of expertise, care, and service. Besides my passion for finance, I'm also an outdoor enthusiast. One of my favorite activities is snowboarding and spending time with friends and family. Relationships are very important to me and I look forward to building new client relationships with individuals, their families, and future generations. Contact me today for all your financial planning needs.