Kyle Walters, CFP®, CPWA®, CIMA®


10000 North Central Expressway
Suite 700
Dallas, Texas 75231
Phone 972.421.2097

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Areas of Expertise

Wealth Enhancement
Wealth Protection
Wealth Transfer

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As a child, Kyle got really into the Berenstain Bear’s book The Trouble with Money. Thirty years later, he is still obsessed with figuring out how much to save, spend, and give away.

An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia and Claire. Kyle spends a fair amount of time hunting for spicy salsa around town and reading.


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Texas Tech University
B.B.A. in Finance

College for Financial Planning
Certified Financial Planner

University of Chicago
Booth School of Business
Chartered Private Wealth Advisor

Certified Investment Management Analyst

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