Kyle Snow Fitzgerald
Wealth Advisor | LPL Financial
Kyle Snow Fitzgerald started his investment career in 2014 working at Fidelity Investments as a Financial Planning Consultant before joining CFS as a Financial Advisor in January 2023. Kyle holds series 7, 63, and 66 certifications as a registered representative and Investment Advisor Representative with LPL Financial. Kyle enjoys helping individuals and families reach their optimal financial goals by assisting them in creating detailed and personalized financial plans.
He knows that every client is different and has unique needs. He has helped thousands of people maximize their investment earnings and be successful during their earning years and into retirement. He listens to and genuinely cares about the wellbeing of every client. Kyle served as a volunteer missionary for the Church of Jesus Christ of Latter-day Saints and served for two years in Vienna, Austria and Munich, Germany.
In addition to work, Kyle enjoys family time with his wife, Jenny and two daughters. As a family, they enjoy traveling, camping, biking and many other outdoor activities. Kyle’s core values are honesty and integrity of self as well as hope and faith in the future. He firmly believes that any hard-working American can attain financial independence. Please feel free to refer Kyle to any family member, friend, or colleague that you feel could benefit from a consultative discussion with Kyle about their financial goals.