Kyle Flodder Cfp®, Clu®, Chfc®, Aep

Kyle Flodder Cfp®, Clu®, Chfc®, Aep Email and Phone Number

Managing Director at Flodder Financial Group @ Flodder Financial Group
Katy, Texas
Kyle Flodder Cfp®, Clu®, Chfc®, Aep's Location
Katy, Texas, United States, United States
Kyle Flodder Cfp®, Clu®, Chfc®, Aep's Contact Details

Kyle Flodder Cfp®, Clu®, Chfc®, Aep work email

Kyle Flodder Cfp®, Clu®, Chfc®, Aep personal email

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About Kyle Flodder Cfp®, Clu®, Chfc®, Aep

Flodder Financial Group focuses on helping oil industry executives and professionals take advantage of the great benefits that can be available in the oil industry. We help them develop personalized strategies to optimize their stock options and grants, deferred comp opportunities, and tax deferred or tax free retirement plans. Then when they are ready, we help them select and celebrate their retirement date or switch to a part time consulting strategy. We help them with the important pension decisions surrounding Lump Sum options and the possible benefits of Net Unrealized Appreciation (NUA) opportunities. Finally, we help them generate their retirement “paycheck” in a tax efficient manner and help them stay retired. During these key years we also help them protect against the bad things that can happen in life by helping them maintain appropriate wills and insurance plans.Our firm has unique capabilities with two Harvard MBA’s, Kyle Flodder and Brett Flodder. Kyle and Brett came to us after careers as Management Consultants with The Boston Consulting Group (BCG) and McKinsey and Co.

Kyle Flodder Cfp®, Clu®, Chfc®, Aep's Current Company Details
Flodder Financial Group

Flodder Financial Group

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Managing Director at Flodder Financial Group
Katy, Texas
Employees:
9
Kyle Flodder Cfp®, Clu®, Chfc®, Aep Work Experience Details
  • Flodder Financial Group
    Managing Director Client Strategies
    Flodder Financial Group Sep 2008 - Present
    Within Flodder Financial Group I hold primary responsibility for● Development and implementation of retirement strategies ● Client focused knowledge base: - Corporate Benefit Plans - Estate Planning Strategies - Social Security, Health Insurance, ● Medicare Strategies ● Firmwide operational excellenceI have a unique business background encompassing a successful entrepreneurial business, management consulting and healthcare industry experience. Prior to earning my MBA from the Harvard Business School, I worked as a management consultant for the Boston Consulting Group where I advised top executives in the areas of mergers and acquisitions, corporate reorganization and product line development.After graduating from Harvard, I joined Ventana Medical Systems where I worked as a special projects manager reporting directly to the CEO and CFO during Roche Pharmaceuticals’ acquisition of Ventana. After gaining experience in a wide variety of fields, I joined Flodder Financial Group to apply my experience in strategy and analysis to helping individuals work toward achieving their financial goals.CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
  • Ventana Medical Systems
    Manager
    Ventana Medical Systems 2007 - 2008
    Tucson, Arizona, Us
  • Harvard Business School
    Mba Student
    Harvard Business School 2005 - 2007
    Boston, Ma, Us
  • Eli Lilly And Company
    Mba Intern
    Eli Lilly And Company 2006 - 2006
    Indianapolis, Indiana, Us
  • The Boston Consulting Group
    Associate Consultant
    The Boston Consulting Group 2003 - 2004
    Boston, Massachusetts, Us

Kyle Flodder Cfp®, Clu®, Chfc®, Aep Skills

Tax Efficient Distribution Strategies Financial Consulting Financial Strategies Insurance Strategies Executive Benefits Planning Business Succession Strategies Retirement Planning Financial Planning Tax Deferred Investment Planning Investment Services Social Security And Medicare Strategies Iras Income Strategies Financial Advisory Services Financial Professional Finance Wealth Management Strategies Financial Services Retirement Planning Strategies Wealth Management Social Security Strategies 401k Distribution Planning Risk Management Long Term Care Planning Strategies College Planning Strategies 401ks Investment Advisory Services Financial Analysis Medicare Strategies Investment Planning Rollover Strategies Wealth Preservation Strategies Insurance Planning Financial Management Ira Distribution Planning Tax Efficient Investing Strategies Employee Benefit Strategies Investment Management Asset Allocation Strategies

Kyle Flodder Cfp®, Clu®, Chfc®, Aep Education Details

  • Harvard Business School
    Harvard Business School
    Mba

Frequently Asked Questions about Kyle Flodder Cfp®, Clu®, Chfc®, Aep

What company does Kyle Flodder Cfp®, Clu®, Chfc®, Aep work for?

Kyle Flodder Cfp®, Clu®, Chfc®, Aep works for Flodder Financial Group

What is Kyle Flodder Cfp®, Clu®, Chfc®, Aep's role at the current company?

Kyle Flodder Cfp®, Clu®, Chfc®, Aep's current role is Managing Director at Flodder Financial Group.

What is Kyle Flodder Cfp®, Clu®, Chfc®, Aep's email address?

Kyle Flodder Cfp®, Clu®, Chfc®, Aep's email address is kf****@****hbs.edu

What schools did Kyle Flodder Cfp®, Clu®, Chfc®, Aep attend?

Kyle Flodder Cfp®, Clu®, Chfc®, Aep attended Harvard Business School.

What skills is Kyle Flodder Cfp®, Clu®, Chfc®, Aep known for?

Kyle Flodder Cfp®, Clu®, Chfc®, Aep has skills like Tax Efficient Distribution Strategies, Financial Consulting, Financial Strategies, Insurance Strategies, Executive Benefits Planning, Business Succession Strategies, Retirement Planning, Financial Planning, Tax Deferred Investment Planning, Investment Services, Social Security And Medicare Strategies, Iras.

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