Wealth Advisor
Current
Jun 2019 - Present
AeroLeads people directory · profile
Kyle Hancharick, Cfp® Email & Phone Number
Wealth Advisor and Educator | Your "Go-To" Financial Guy
at
Strata Financial Group, LLC
1 work email found
@stratafinancial.com
5 phones found area 614, 937, 203, and 513
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor and Educator | Your "Go-To" Financial Guy
Location
Greater Cleveland, United States
Who is Kyle Hancharick, Cfp®? Overview
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Quick answer
Kyle Hancharick, Cfp® is listed as Wealth Advisor and Educator | Your "Go-To" Financial Guy at Strata Financial Group, LLC, based in Greater Cleveland, United States. AeroLeads shows a work email signal at stratafinancial.com, phone signal with area code 614, 937, 203, 513, and a matched LinkedIn profile for Kyle Hancharick, Cfp®.
Kyle Hancharick, Cfp® previously worked as Wealth Advisor at Strata Financial Group, Llc and Financial Services Representative at Strata Financial Group, Llc. Kyle Hancharick, Cfp® holds Bachelor Of Science In Business Administration, Finance, Spanish Minor from The Ohio State University Fisher College Of Business.
Company email context
Email format at Strata Financial Group, LLC
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*@stratafinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kyle Hancharick, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kyle Hancharick, Cfp®
Do you want to make financial planning a priority, but may not have the time, expertise, or interest to handle it yourself?I work with families and medical professionals to provide peace of mind and financial security – so you can focus on what matters most.As your wealth advisor, my goal is to create and manage for you, a personalized, all-encompassing financial plan that will ultimately put you in the best possible position to meet all of your financial goals.What does that entail?✔️ Retirement Planning✔️ Investment Management✔️ Budget Planning✔️ Tax Planning✔️ College Planning✔️ Insurance Planning✔️ Social Security Planning✔️ Assistance with Estate Planning✔️ Any other financial concern or question you may have. I'm here to be your "go-to" financial guy whenever you need me.If you are interested in a FREE, one-time, no-obligation introductory meeting or financial review, send me a message. I would love to meet you and help you get a plan in place, or provide some honest feedback and advice for your own plan and see if I can help in any way.Sincerely,Kyle Hancharickkhancharick@stratafinancial.com440-934-3222Strata Financial Group, LLC5058 Waterford DriveSheffield Village, OH 44035Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Customer Service, Microsoft Excel, Data Analysis, Natural Gas, and 7 others.
Current workplace
Kyle Hancharick, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Kyle Hancharick, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Services Representative
Oct 2018 - Jun 2019
Financial Analyst
Created and maintained numerous accounting and business reports for upper management.Managed the entire accounts payable process which included negotiating and maintaining vendor contracts and relationships as well as auditing and paying all invoices.Worked closely with the President and Operations Manager to help make financial business decisions impacting all aspects of the company.Played a critical role in improving the bottom line and increasing the profitability of the company.
Apr 2017 - Sep 2018
Natural Gas Energy Manager
Managed natural gas assets, contracts, reporting, and procurement for large industrial companies in North America.Responsible for a $250 million natural gas portfolio annually.Analyzed market pricing and pipeline/utility assets to help make low-risk, economical procurement decisions.
Jun 2015 - Mar 2017
Analyst, Integrated Services
Developed and maintained various financial reports, cost & consumption data, and energy market updates for customers.Scheduled natural gas on twenty pipelines and utilities for both producers and end-users.Saved customers over $1 million through a combination of invoice auditing, asset optimization, and negotiation.
Mar 2012 - Jun 2015
Student Assistant - Office Of The Controller
Performed duplicate payment analyses and retrieved tens of thousands of dollars in refunds from vendors.Performed various other invoice processing and data management services.
Oct 2010 - May 2012
Teller
Aug 2009 - Oct 2011
Outdoor Staff
Maintained the golf carts, outdoor clubhouse area, and performed numerous customer service activities.
Jun 2005 - Aug 2009
3 education records
Kyle Hancharick, Cfp® education
Bachelor Of Science In Business Administration, Finance, Spanish Minor
The Ohio State University Fisher College Of Business
Cfp® Board-Registered Financial Planning Program
Bryant University
Education record
Lebanon High School
FAQ
Frequently asked questions about Kyle Hancharick, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kyle Hancharick, Cfp® work for?
Kyle Hancharick, Cfp® works for Strata Financial Group, LLC.
What is Kyle Hancharick, Cfp®'s role at Strata Financial Group, LLC?
Kyle Hancharick, Cfp® is listed as Wealth Advisor and Educator | Your "Go-To" Financial Guy at Strata Financial Group, LLC.
What is Kyle Hancharick, Cfp®'s email address?
AeroLeads has found 1 work email signal at @stratafinancial.com for Kyle Hancharick, Cfp® at Strata Financial Group, LLC.
What is Kyle Hancharick, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 614, 937, 203, 513 for Kyle Hancharick, Cfp® at Strata Financial Group, LLC.
Where is Kyle Hancharick, Cfp® based?
Kyle Hancharick, Cfp® is based in Greater Cleveland, United States while working with Strata Financial Group, LLC.
What companies has Kyle Hancharick, Cfp® worked for?
Kyle Hancharick, Cfp® has worked for Strata Financial Group, Llc, Donald Martens, Delta Energy Services, An Edison Energy Company, The Ohio State University, and Lcnb National Bank.
How can I contact Kyle Hancharick, Cfp®?
You can use AeroLeads to view verified contact signals for Kyle Hancharick, Cfp® at Strata Financial Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kyle Hancharick, Cfp® attend?
Kyle Hancharick, Cfp® holds Bachelor Of Science In Business Administration, Finance, Spanish Minor from The Ohio State University Fisher College Of Business.
What skills is Kyle Hancharick, Cfp® known for?
Kyle Hancharick, Cfp® is listed with skills including Customer Service, Microsoft Excel, Data Analysis, Natural Gas, Leadership, Financial Analysis, Public Speaking, and Community Service.
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