Kyle Richardson

As owner and CEO of Watermark Wealth Strategies, LLC, and Watermark Aviation Wealth Management, Kyle brings more than 27 years of experience in the financial services industry and a steadfast commitment to helping individuals and families pursue financial confidence and long-term security. As a Certified Financial Professional (CFP®), he specializes in designing customized retirement income, wealth preservation, and legacy planning strategies tailored to each client's unique goals and circumstances.

Kyle believes that meaningful financial planning begins with relationships. By taking the time to understand what matters most to each client, he helps individuals and families navigate complex financial decisions with clarity, confidence, and purpose. His approach is grounded in integrity, transparency, and a deep commitment to serving clients' best interests.

Throughout his career, Kyle has earned numerous professional distinctions and maintains registrations with LPL Financial, including completion of the Series 7, 24, 63, 65, 66, and SIE examinations. He also holds Life, Health, and Variable Annuity licenses in Arizona and multiple states across the country. His industry expertise has been recognized through appearances on CNBC's Squawk on the Street, interviews on Bloomberg Radio, and features in Forbes magazine.

Beyond the office, Kyle enjoys traveling and spending time with his wife, Veronica and their two spirited dogs, Camo and Milo. He is also an active member of the Chandler Compadres and is passionate about supporting charitable initiatives that strengthen the local community.