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2151 E Pecos Rd, Suite #3
Chandler, AZ 85225

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(480) 464-9300

 

Kyle Richardson

Kyle Richardson

Founding Partner, Financial Advisor CFP®.

Founding partner, Certified Financial Planner™ Professional, and 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 LPL 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, transparency, and tenacity to help clients and families striving for financial independence.


 Along with numerous service awards recognizing his dedication to the needs of his clients and practice, the experience and knowledge Kyle has worked for has also been recognized by multiple appearances on CNBC’s Squawk on the Street, broadcasts on Bloomberg radio, and a featured article in Forbes magazine.

Outside of the office, Kyle loves traveling and spending time with his son Brady (15) and his daughter Kylee (20). He is an active member of the Chandler Compadres charity organization and delights in giving back to the community.