Kyle  Schwallier

Kyle Schwallier

Financial Advisor

Not knowing what he wanted to do when he “grew up”, Kyle researched many industries and career paths. Upon meeting his family’s financial advisor, he had an a-ha moment and realized that his future most certainly could lie with helping people and guiding them through the maze of financial planning issues and investment choices. The complexities of the industry fascinated him.  From that point forward, he aimed to learn as much as possible in the pursuit of helping others.

Now armed with a bachelor’s degree in finance and having earned the CERTIFIED FINANCIAL PLANNER™ professional designation, Kyle brings a wealth of knowledge and a fresh perspective. Since 2017, he has honed his skills and expertise in understanding clients' circumstances.

Kyle joins Schwallier Wealth Management following roles at New York Life, Charles Schwab, and Fidelity Investments. That experience made him realize that he wanted a more personal connection with his clients.  Joining Schwallier Wealth Management enables him to achieve that goal by leveraging his education and experience. 

More about Kyle:

  • Bachelor of Finance from Grand Valley State University
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Resides in Grand Rapids Charter Township
  • Enjoys golf, disc golf, playing cards, and being outdoors, especially when the weather is warm with his lovely wife.