Kyle Schaffer

Financial Consultant

Kyle Schaffer, CIMA®, is a seasoned financial consultant currently working at Fidelity Investments since July 2025. Prior to this role, Kyle served as Lead Sales Consultant and Intermediary Sales Consultant at T. Rowe Price from May 2018 to July 2025, focusing on collaboration with financial professionals in Colorado. Earlier experience includes an Internal Wholesaler position at Jackson from March 2014 to May 2018, where Kyle partnered with external wholesalers to enhance revenue through relationship management. Kyle began the career as a Financial Advisor at Prudential Financial from July 2013 to January 2014. Education includes a Bachelor of Arts in Spanish from The University of Kansas, graduated in 2009, and a study period at the University of Santiago de Compostela in 2007.

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