Kyle Summers, Cfp®
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Kyle Summers, Cfp® Email & Phone Number

Financial Planner and Wealth Manager at Creative Planning
Location: Philadelphia, Pennsylvania, United States 8 work roles 2 schools
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@creativeplanning.com
LinkedIn Profile matched
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Current company
Creative Planning
Role
Financial Planner and Wealth Manager
Location
Philadelphia, Pennsylvania, United States
Company size
1946 employees

Who is Kyle Summers, Cfp®? Overview

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Quick answer

Kyle Summers, Cfp® is listed as Financial Planner and Wealth Manager at Creative Planning, a company with 1946 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Kyle Summers, Cfp®.

Kyle Summers, Cfp® previously worked as Financial Planner / Wealth Manager at Creative Planning and Financial Planner at Creative Planning at Creative Planning. Kyle Summers, Cfp® holds B.S., Finance, General, Magna Cum Laude from Saint Joseph'S University.

Company email context

Email format at Creative Planning

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*@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Kyle Summers, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kyle Summers, Cfp®

Kyle Summers, Cfp® is a Financial Planner and Wealth Manager at Creative Planning. He possess expertise in microsoft word, microsoft excel, microsoft office, powerpoint, financial analysis and 8 more skills.

Listed skills include Microsoft Word, Microsoft Excel, Microsoft Office, Powerpoint, and 9 others.

Current workplace

Kyle Summers, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Financial Planner and Wealth Manager
Philadelphia, PA, US
Website
creativeplanning.com
Employees
1946
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Company profile
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8 roles

Kyle Summers, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planner / Wealth Manager

Current
Creative Planning

Greater Philadelphia

Feb 2023 - Present

Financial Planner At Creative Planning

Creative Planning

Greater Philadelphia

Apr 2021 - Feb 2023

Flagship Client Service Specialist

Vanguard
  • Providing service and enhanced investment guidance to a diverse subset of Vanguard clients with at least $1 million invested at Vanguard.
  • Executing brokerage orders for individual stocks and exchange traded funds.
  • Leading team meetings and creating a Job Aide to help teammates better position asset consolidation discussions with clients.
  • Created and continue to generate a “Monthly Metrics” PowerPoint presentation to allow our team to track our progress relative to the rest of Flagship.Previously Brokerage Investment Professional at Vanguard.
Oct 2015 - Aug 2017
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

JK Jason Krupa Jason Krupa Colleague at Creative Planning Huntersville, North Carolina, United States, United States View → JS Joseph Sparks Joseph Sparks Colleague at Creative Planning Kansas City, Missouri, United States, United States View → DC Donna Carpenter Morris, Crpc Donna Carpenter Morris, Crpc Colleague at Creative Planning Washington DC-Baltimore Area, United States View → VK Veranika Karnatsevich, Ea, Mst Veranika Karnatsevich, Ea, Mst Colleague at Creative Planning Greater Chicago Area, United States View → KD Kerry Dekle Kerry Dekle Colleague at Creative Planning Powder Springs, Georgia, United States, United States View → KB Khari Banks Khari Banks Colleague at Creative Planning Overland Park, Kansas, United States, United States View → MD Mandi Davis Mandi Davis Colleague at Creative Planning Atlanta, Georgia, United States, United States View → MN Mike Nemzek, Cfp® Mike Nemzek, Cfp® Colleague at Creative Planning Irvine, California, United States, United States View → CB Cole Beckwith, Mba, Cfp® Cole Beckwith, Mba, Cfp® Colleague at Creative Planning Greater Phoenix Area, United States View → CG Cory G. Cory G. Colleague at Creative Planning Leawood, Kansas, United States, United States View →
2 education records

Kyle Summers, Cfp® education

Education record

Saint Joseph'S Preparatory School
FAQ

Frequently asked questions about Kyle Summers, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kyle Summers, Cfp® work for?

Kyle Summers, Cfp® works for Creative Planning.

What is Kyle Summers, Cfp®'s role at Creative Planning?

Kyle Summers, Cfp® is listed as Financial Planner and Wealth Manager at Creative Planning.

What is Kyle Summers, Cfp®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Kyle Summers, Cfp® at Creative Planning.

Where is Kyle Summers, Cfp® based?

Kyle Summers, Cfp® is based in Philadelphia, Pennsylvania, United States while working with Creative Planning.

What companies has Kyle Summers, Cfp® worked for?

Kyle Summers, Cfp® has worked for Creative Planning, Sbsb Financial Advisors, Sullivan Bruyette Speros & Blayney, and Vanguard.

Who are Kyle Summers, Cfp®'s colleagues at Creative Planning?

Kyle Summers, Cfp®'s colleagues at Creative Planning include Jason Krupa, Joseph Sparks, Donna Carpenter Morris, Crpc, Veranika Karnatsevich, Ea, Mst, and Kerry Dekle.

How can I contact Kyle Summers, Cfp®?

You can use AeroLeads to view verified contact signals for Kyle Summers, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Kyle Summers, Cfp® attend?

Kyle Summers, Cfp® holds B.S., Finance, General, Magna Cum Laude from Saint Joseph'S University.

What skills is Kyle Summers, Cfp® known for?

Kyle Summers, Cfp® is listed with skills including Microsoft Word, Microsoft Excel, Microsoft Office, Powerpoint, Financial Analysis, Leadership, Customer Service, and Research.

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