Kyle Hancharick, Cfp® Email and Phone Number
Kyle Hancharick, Cfp® work email
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Kyle Hancharick, Cfp® personal email
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Kyle Hancharick, Cfp® phone numbers
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.
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Wealth AdvisorStrata Financial Group, Llc Jun 2019 - PresentSheffield Village, Ohio, Us
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Financial Services RepresentativeStrata Financial Group, Llc Oct 2018 - Jun 2019Sheffield Village, Ohio, Us
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Financial AnalystDonald Martens Apr 2017 - Sep 2018Brooklyn, Oh, UsCreated 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. -
Natural Gas Energy ManagerDelta Energy Services, An Edison Energy Company Jun 2015 - Mar 2017Dublin, Ohio, UsManaged 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. -
Analyst, Integrated ServicesDelta Energy Services, An Edison Energy Company Mar 2012 - Jun 2015Dublin, Ohio, UsDeveloped 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.
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Student Assistant - Office Of The ControllerThe Ohio State University Oct 2010 - May 2012Columbus, Ohio, UsPerformed duplicate payment analyses and retrieved tens of thousands of dollars in refunds from vendors.Performed various other invoice processing and data management services. -
TellerLcnb National Bank Aug 2009 - Oct 2011Lebanon, Ohio, Us -
Outdoor StaffShaker Run Golf Club Jun 2005 - Aug 2009Lebanon, Ohio, UsMaintained the golf carts, outdoor clubhouse area, and performed numerous customer service activities.
Kyle Hancharick, Cfp® Skills
Kyle Hancharick, Cfp® Education Details
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The Ohio State University Fisher College Of BusinessSpanish Minor -
Bryant UniversityCfp® Board-Registered Financial Planning Program
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Lebanon High School
Frequently Asked Questions about Kyle Hancharick, Cfp®
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 the current company?
Kyle Hancharick, Cfp®'s current role is Wealth Advisor and Educator | Your "Go-To" Financial Guy.
What is Kyle Hancharick, Cfp®'s email address?
Kyle Hancharick, Cfp®'s email address is kd****@****hoo.com
What is Kyle Hancharick, Cfp®'s direct phone number?
Kyle Hancharick, Cfp®'s direct phone number is +161433*****
What schools did Kyle Hancharick, Cfp® attend?
Kyle Hancharick, Cfp® attended The Ohio State University Fisher College Of Business, Bryant University, Lebanon High School.
What skills is Kyle Hancharick, Cfp® known for?
Kyle Hancharick, Cfp® has skills like Customer Service, Microsoft Excel, Data Analysis, Natural Gas, Leadership, Financial Analysis, Public Speaking, Community Service, Electricity, Data Management, Time Management.
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