Broker Check

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

Contact Us Today!
(480) 464-9300

 

Kyle Richardson

Kyle Richardson

Founding Partner, Financial Advisor CFP®.

Founding member of Watermark Wealth Strategies, LLC, Kyle has over twenty-four years of experience in the financial industry. He specializes in developing tax efficient retirement and estate plans for high net worth individuals.
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. Supported by this culture, Kyle works with integrity, objectivity, and experience to help clients and families achieve 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 and broadcasts on Bloomberg radio.
Outside of the office, Kyle loves watching his children play soccer and is excited to be an active member of local charity, the Chandler Compadres. He has a long bucket list of lifetime challenges he hopes to conquer and loves to travel and experience new activities.