Kyle Imhof, CFP®

Kyle Imhof, CFP®

Kyle Imhof, CFP®     Financial Advisor, Director of Technology

Kyle Imhof, CFP®     Financial Advisor, Director of Technology

Kyle has been with Clintsman Financial Planning since 2012.  His role as a Financial Advisor focuses on helping clients achieve their long-term goals through strategic planning and discipline. He believes in working for a firm that builds their advice around their own moral foundation and puts the interests of the client first.

I love building relationships with my clients. It’s more than just words; it’s an ideology that we have. Some of my favorite meetings are when we push aside the numbers to take time to look through photos from my clients’ most recent vacation or home renovation project that they were able to do guilt-free because we had a plan in place. We remind ourselves that the plan is about empowerment and being more intentional with our money.  It’s about progress towards an end goal - one that I’m here to help them accomplish.”

Kyle was honored to receive the Envestnet Essential Advisor™ Award in 2017 as the national award winner for RIAs. Kyle received an MS in Personal Financial Planning and a BBA in Management with Honors from Texas Tech University. During his time there, he was a graduate assistant and was also awarded the Society of Financial Service Professionals Excellence in Financial Education award. He has also earned his CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards.

Kyle was a Navy child during his younger years, but calls Georgetown, TX his hometown. He is an active member of Compass Church, FPA of DFW, the National Eagle Scout Association, and the Texas Tech Honors College Alumni Program. He enjoys the great outdoors, architecture, working on his classic truck, and playing basketball – where he was a former AAU player and coach. He resides in Grapevine, TX with his wife.