Kyle D. Balliet
Kyle Balliet, CFP® Managing Director, SBWM Financial Advisor, RJFS

Kyle is a founding member of Shorebridge Wealth Management. In his role as a financial advisor, Kyle focuses on the development and implementation of comprehensive financial plans and also provides retirement plan counsel to small businesses. Prior to starting Shorebridge, Kyle worked for Hunter Associates, Inc. for five years. Kyle began his career as an accountant for the Federal Home Loan Bank of Pittsburgh.

Kyle holds a B.S.B.A. degree in accounting from the University of Pittsburgh. He is a Certified Financial Planner (CFP®) professional and has received an Executive Certificate in Financial Planning through Duquesne University’s School of Leadership and Professional Advancement. He enjoys applying the concepts of proper financial planning across a wide spectrum of clientele, from young savers to those in or near retirement.

Kyle and his wife, Courtney, live in Indiana Township with their two children, Lucas and Eliana. He has previously served on the finance committee of his church and as a board member for the Pittsburgh Urban Christian School, where he attended elementary school. Kyle enjoys a variety of sports and activities including golf, skiing, snowboarding, lacrosse and platform tennis.

Raymond James is not affiliated with the above organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.