Kyle Bean, AWMA™, CRPC™
Financial Planner & Investment Analyst
Prior to becoming a financial professional, Kyle served in the US Army, with the majority of those years as a Special Forces Non-Commissioned Officer. While he has always been conscious of spending less than he made, he realized the true importance of having a comprehensive financial plan when he transitioned from active duty. Having spent significant time improving his financial literacy and gaining control of his own financial picture, he began offering a helping hand to family and friends.
Throughout his life, service to others has been his calling. He is proud to continue pursuing that goal each day at Tableaux Wealth as he assists clients on their journey to financial security and peace of mind. Kyle specializes in optimizing personal and business finances for self-employed professionals.
Kyle lives in the Berkshires with his wife Corrine and their three rescue dogs. He enjoys spending time with family and engaging in his many hobbies, which include playing basketball and pickleball, rooting for the NY Knicks and NY Giants, woodworking, going to the beach, trying new restaurants, and learning about disruptive technologies.
Having completed the Series 65 (Uniform Investment Adviser Law) Exam and Accredited Wealth Management Advisor™ Course, he is continuing his education in pursuit of the Certified Financial Planner™ designation.