Kyle Louvar, Cfp®, Aif® Email and Phone Number
Kyle Louvar is the CEO and Wealth Management Advisor for Guided Capital Wealth Management, a fiduciary financial advisory firm offering fee-based advice, guidance, and education. After seeing the impact that the 2008 financial crisis had on families, Kyle became fully committed to helping his clients develop a financial plan that changes as their lives unfold and their needs evolve. Spending nine years working for one of the largest brokerage firms on Wall Street, Kyle holds a high value for process, expertise, objective advice, and customized solutions. His goal is to help his clients experience confidence in their financial future through a disciplined process of financial planning, investment management, and sound financial decision-making. Kyle graduated from New Mexico State University, where he’s sat as a board member since 2015. He was also a 4-year letterman in football for the Aggies. When not helping his clients, Kyle enjoys spending time with his wife, Nicole, and their two daughters. You can often find him coaching his daughters’ softball teams, playing golf, cooking, and traveling.To learn about Kyle and Guided Capital Wealth Management, please visit https://guidedcapitalwealth.com/---Guided Capital Wealth Management, LLC (“RIA Firm”) is a registered investment adviser located in Houston, Texas. Guided Capital Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of Guided Capital Wealth Management, LLC’s current written disclosure statement discussing Guided Capital Wealth Management, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Guided Capital Wealth Management, LLC upon written request. Guided Capital Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Guided Capital Wealth Management, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Guided Capital Wealth Management
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Chief Executive OfficerGuided Capital Wealth Management Dec 2018 - PresentHouston, Texas, UsRedefining the Process to Achieve Financial Wellness.Guided Capital Wealth Management was founded on our passion to provide objective fiduciary advice and guidance to help navigate you along your path to achieving financial wellness. -
Vice PresidentMerrill Lynch Global Wealth Management Oct 2009 - Dec 2018AREAS OF FOCUSComprehensive Approach to Goals-Based Wealth Management Strategies: Retirement, Education, Business, Special Needs Family, Divorce Employer Retirement Plans: Defined Contribution/Defined Benefit, Non-Qualified Deferred Compensation, Executive Compensation/Services, SEP, Employee Education & Wealth Management PlanningBusiness Owners/Executives: Residential & Commercial Lending, Secured Lending, Treasury Management, Insurance Advice, Liability Management, Succession Planning Estate Planning Services/Trusteeship: Fiduciary, Trustee Selection/Service, Estate Administration, Personal Trusts, Special Needs TrustsPhilanthropic Planning & Charitable Giving: Family Foundations/Stewardship Gifting
Kyle Louvar, Cfp®, Aif® Education Details
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New Mexico State UniversityMarketing
Frequently Asked Questions about Kyle Louvar, Cfp®, Aif®
What company does Kyle Louvar, Cfp®, Aif® work for?
Kyle Louvar, Cfp®, Aif® works for Guided Capital Wealth Management
What is Kyle Louvar, Cfp®, Aif®'s role at the current company?
Kyle Louvar, Cfp®, Aif®'s current role is Chief Executive Officer/Wealth Management Advisor at Guided Capital Wealth Management.
What schools did Kyle Louvar, Cfp®, Aif® attend?
Kyle Louvar, Cfp®, Aif® attended New Mexico State University.
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