Kyle Richardson, CFP®

Kyle Richardson, CFP®

Founding Partner, Financial Advisor

Founding partner, Certified Financial Planner™ Professional, and financial planning Fiduciary of Watermark Wealth Strategies, LLC, Kyle has over 25 years of experience in the financial industry. He specializes in developing customized retirement and legacy continuance plans, prioritizing fiscal well-being. Kyle has successfully completed the Series 7, Series 24, Series 63, Series 65, Series 66, and SIE examinations, has professional registrations with Kestra Financial, and holds Life, Health, and Variable Annuity licenses with the state of Arizona and 30 other states.

Kyle prides himself on the long-term relationships that he fosters with his clients. By creating a foundation based on the understanding of each person’s unique needs and objectives, Kyle can help his clients visualize their goals. Kyle avails himself to working with integrity, objectivity, and transparency to help clients and families pursue financial independence and actualize their dreams.

Along with numerous service awards recognizing his dedication to the needs of his clients and practice, Kyle's business acumen and expertise has also been recognized by multiple appearances on CNBC’s Squawk on the Street, broadcasts on Bloomberg radio, and an article featured in Forbes Magazine.
Outside of the office, Kyle loves spending time with his family and is an active member of local charity group Chandler Compadres. He has a long bucket list of lifetime challenges he hopes to conquer and enjoys traveling and experiencing new activities.