Kyle Flodder Cfp®, Clu®, Chfc®, Aep Email and Phone Number
Kyle Flodder Cfp®, Clu®, Chfc®, Aep work email
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Kyle Flodder Cfp®, Clu®, Chfc®, Aep personal email
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.
Flodder Financial Group
View- Website:
- flodderfinancial.com
- Employees:
- 9
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Managing Director Client StrategiesFlodder Financial Group Sep 2008 - PresentWithin 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. -
ManagerVentana Medical Systems 2007 - 2008Tucson, Arizona, Us -
Mba StudentHarvard Business School 2005 - 2007Boston, Ma, Us -
Mba InternEli Lilly And Company 2006 - 2006Indianapolis, Indiana, Us -
Associate ConsultantThe Boston Consulting Group 2003 - 2004Boston, Massachusetts, Us
Kyle Flodder Cfp®, Clu®, Chfc®, Aep Skills
Kyle Flodder Cfp®, Clu®, Chfc®, Aep Education Details
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Harvard Business SchoolMba
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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