Kyle Watkins

CFP®
direct 952 997-8955
toll free 877 697-0296
fax 612 208-0140
43 Main St. SE, Ste 223
Minneapolis, MN 55414

www.watkins-focusfinancial.com

Since 1984 Kyle has specialized in helping solve wealth management issues for busy professionals. He co-founded Focus Financial in 1993 where he serves as a financial advisor, Executive Officer, and Board Chairman. Kyle is a member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™ since 1988. He graduated from the University of Minnesota in 1984 with a B.S. degree in Economics and a minor in Political Science.

Services & Client Experience:

My team focuses on helping busy professionals navigate complicated financial issues. We save you the time required to “cover all the bases”.

Services included but not limited to:

  • Working closely with you to develop a realistic plan that helps achieve your vision of the future.
  • Utilizing a disciplined investment methodology striving to achieve investment results within the risk levels at which you are comfortable.
  • Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
  • Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock,and stock purchase plans.
  • Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.

< Back to the Advisor Directory