Kyle Christensen

Kyle Christensen Email and Phone Number

Principles-Based Financial Planner, Owner of Unique Advantage, Founder of Fiveth, Author, Husband, Father, Fisherman @ Unique Advantage
Kyle Christensen's Location
San Antonio, Texas, United States, United States
About Kyle Christensen

I am the Founder of Fiveth and Unique Advantage. Fiveth was created to be an organization that teaches financial advisors, insurance agents, and financial planners how to be Principles-Based Financial Planners. Unique Advantage is the premier and original Principles-Based Financial Planning firm. The goal of Principles-Based Planning is to teach clients principles that will lead them to become and remain financially free. The objective of traditional financial planning is the accumulation of assets in financial institutions. They do this by adopting what I call “the Accumulation Theory” and Needs-based planning. The purpose of these two related approaches is to sell products and draw fees for assets under management, not to help people become financially free. If you would like to learn more, message me, read Principles-Based Planning, and go to:www.Fiveth.co and www.uniqueadvantage.biz

Kyle Christensen's Current Company Details
Unique Advantage

Unique Advantage

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Principles-Based Financial Planner, Owner of Unique Advantage, Founder of Fiveth, Author, Husband, Father, Fisherman
Kyle Christensen Work Experience Details
  • Fiveth
    Owner
    Fiveth Jul 2022 - Present
    United States
  • Livedreamachieve Tech, Llc
    Owner
    Livedreamachieve Tech, Llc Jan 2015 - Present
    United States
    LiveDreamAchieve Tech, LLC is the sole owner of Personal Financial Snapshot, Financial Planning Software for Financial Professionals.
  • Unique Advantage
    Owner
    Unique Advantage Feb 2004 - Present
    Comprehensive Principles-Based Financial Planning. We believe your best investment is you, not Wall Street. We teach our clients principles that predictably lead to becoming and remaining financially free. We don't teach "retirement". We teach financial freedom. We show our clients how to retain control and use of their money throughout their lifetimes. We teach clients how to build a solid foundation of saving and protection upon which they can build income-producing assets.
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  • Ameritas
    Agent
    Ameritas 2004 - Present
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  • Wealthvest
    Financial Planner
    Wealthvest 2016 - Present
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  • Ohio National Financial Services
    Financial Planner
    Ohio National Financial Services 2018 - Present
    San Antonio, Texas Area
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  • Guardian Life
    Field Representative
    Guardian Life 1999 - Present
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  • Synergy
    Owner
    Synergy Jan 2002 - Feb 2007
    Comprehensive non-stock market financial planning for individuals.

Kyle Christensen Education Details

Frequently Asked Questions about Kyle Christensen

What company does Kyle Christensen work for?

Kyle Christensen works for Unique Advantage

What is Kyle Christensen's role at the current company?

Kyle Christensen's current role is Principles-Based Financial Planner, Owner of Unique Advantage, Founder of Fiveth, Author, Husband, Father, Fisherman.

What schools did Kyle Christensen attend?

Kyle Christensen attended Utah State University, Mountain Crest High School.

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