Kyle Hogan

Financial Advisor

  • Location Kansas City, MO
  • Credentials CFP®
  • Experience 10+ years

About

With more than a decade of experience, Kyle has guided families through the complexities of wealth management with a focus on clarity, connection, and long-term strategy. He began his career in the insurance industry before transitioning to comprehensive financial planning, where he found his calling in helping clients align their finances with their values.

Kyle holds the CERTIFIED FINANCIAL PLANNER® designation, demonstrating his commitment to the highest standard of financial planning excellence. A graduate of Kansas State University, he earned his Bachelor of Science in Business Administration and continues to integrate his experience in tax strategy and planning into his client work.

Based in Parkville, Missouri, Kyle lives with his wife, Summer, their three children, Alison, Edwin, and Meadow, and their family dog. He enjoys hiking, kayaking, and spending time outdoors. Above all, Kyle finds purpose in helping families bring simplicity and confidence to their financial lives, allowing them to focus on what truly matters most.

Articles From Kyle Hogan

An older woman and a young mother with a small child, representing family legacy planning with Holistic Planning.

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