As a financial planner, co-founder and partner with WealthPoint Advisors, Kyle Sikes takes pride in being a rock his clients can lean on. After graduating from Western Carolina University, Kyle began his career in finance as a banker and developed a well-rounded understanding of the industry that now informs his work as a financial adviser. He has dedicated his career to delivering personalized investment, retirement and financial planning services that can help his clients achieve financial freedom.
Kyle has passed the Series 7 and 66 securities exams and has life, health and variable annuity licenses through the North Carolina Department of Insurance. He is currently a member of the CaroMont board and an active member of the Next Generation Fund and the Community Foundation of Gaston County.
Kyle spends his free time with his wife and their two dogs, and he enjoys playing tennis and golf.
WealthPoint Financial, LLC d/b/a WealthPoint Advisors is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Visit adviserinfo.sec.gov and search for our firm name for more information. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
Phone: 704.675.5300 | Email: kyle@wealthpointadvisorsnc.com | Website: www.wealthpointadvisorsnc.com
LinkedIn | Facebook | Instagram
