KC

Kyle Breda Cfp®

Relationship Manager at Advyzon

Kyle Breda CFP® is a seasoned financial professional with extensive experience in relationship management and financial planning. Currently serving as a Relationship Manager at Advyzon since May 2022, Kyle previously worked as a Financial Planner at Morgan Stanley from January 2017 to May 2022 and as a Financial Advisor at AXA Advisors, LLC from May 2015 to October 2016, where an internship with Chris Fabian was also undertaken. Kyle holds a Master's degree in Personal Financial Planning from The College for Financial Planning and a Bachelor's degree in Business Economics with a concentration in Financial Management from the State University of New York Cortland, obtained in 2016.

Location

Scottsdale, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Advyzon

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors.


Industries

Employees

11-50

Links