Kyle P. Schneider

Financial Advisor

Email:

kyle.schneider@chattertoninc.com

Phone:

(714) 572-2050

Office(s):

3061 E. La Palma Ave, Anaheim, CA 92806

Assistants:

contactus@chattertoninc.com

Specialities:

401(k) & Workplace Plans

Business Planning

Charitable Giving

College Planning

Estate Planning

Executive Compensation & Stock Options

High Net Worth Clients

Insurance Solutions

Intergenerational Wealth Planning

Investment Management

Long-Term Care

Medicare Guidance

Pre-Retirees & Retirees

Retirement Planning

Social Security Planning

Tax Strategy

Wealth Transfer

ARTISANCAP

About

As a Certified Financial Planner™ professional, Kyle works closely with his clients to help make important life decisions and plan for the future.

Kyle has established himself as a trusted wealth advisor through his expertise in meeting the needs of a select group of families. He embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.

Kyle began his career in 1997. He is a graduate of Cal Poly, San Luis Obispo, and holds his bachelor’s degree in business with a finance concentration and an economics minor. He earned his Certified Financial Planner™ and Chartered Mutual Fund Counselor℠ designations through the College for Financial Planning, and his Chartered Financial Consultant® designation through The American College. He holds the Series 7 and 66 securities registrations and is a licensed life/health insurance agent.

Kyle devotes his time and resources to his local church, boys’ sports activities, and various charities. Kyle was born and raised in Ohio. He moved to southern California over 20 years ago and lives in Yorba Linda with his wife, Carisa, and two sons, Nathan and Adam.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. ARTISANCAP is a DBA powered by NWF Advisory Group LLC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.