Kyle Christensen

Financial Planner at WealthVest

Kyle Christensen is an experienced financial professional with extensive expertise in non-stock market driven financial planning. As the owner of Unique Advantage since February 2004, Kyle provides comprehensive financial planning services across multiple states, including Arizona, Utah, and California. In addition, Kyle has been the owner of LiveDreamAchieve Tech, LLC, since 2015, which develops financial planning software for professionals. Kyle has served as an agent with Ameritas since 2004 and holds financial planner positions at WealthVest and Ohio National Financial Services, while also working as a field representative for Guardian Life since 1999. Earlier in career, Kyle owned Synergy from January 2002 to February 2007, further establishing expertise in financial planning. Kyle earned a Bachelor's degree in Personal Financial Planning from Utah State University between 1997 and 2001.

Links


Org chart

Sign up to view 0 direct reports

Get started