Kyle Schliefer

Wealth Advisor

Meet Kyle

Kyle Schliefer is a Wealth Advisor based in Bethesda, Maryland.

Kyle is thrilled to be working with his Dad and Grandmother and the entire team at Equity Planning. He graduated with a B.A. from Marymount Manhattan College. He comes from a background as an actor in the entertainment industry. He has performed Off Broadway in New York City, regionally in theatres all across the D.C. area and has been seen on many major film/tv platforms including “Showtime”, “Netflix” and “HBO”.

Kyle holds Series 7, Series 65, Series 63 registrations as well as Life and Health Insurance Licenses. Kyle’s time in entertainment has shown him the value of having money consistently working for you, especially when you’re not sure when your next job is coming.

His mission is to help people of all backgrounds achieve and exceed their financial goals.

In his spare time Kyle enjoys exercising, collecting valuable comic books and going to concerts.

 

Equity Planning, Inc.

7910 Woodmont Ave.
Suite 900
Bethesda, MD 20814
(301) 652-8702