Kyle M. Banks Earns CFP® Certification | PKS Investment Advisors

Kyle M. Banks Earns CERTIFIED FINANCIAL PLANNER™ Certification

PKS Investment Advisors LLC is pleased to announce that Kyle M. Banks, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

About the CFP® Certification

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, including having successfully completed financial planning coursework and have passed the CFP® certification exam covering the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.

About Kyle

As an advisor with PKS, Kyle develops and implements comprehensive financial plans for clients at all stages of life. He works closely with clients to ensure their financial strategies remain aligned with their long-term goals. Known for his attention to detail and collaborative approach, he offers guidance, counseling, ongoing monitoring, and disciplined financial advice. He also specializes in qualified retirement planning, assisting business owners with the implementation and ongoing management of retirement plans while educating employees on the benefits available to them.

Outside of work, Kyle enjoys spending time with family and friends, cheering on the Washington Nationals and Capitals, and staying active through golf and pickleball. He resides in Salisbury with his wife, Bethany, and their son.

Connect

Contact Kyle via email at kbanks@pkscpa.com or by calling 800-274-2564.

About PKS Investment Advisors LLC

PKS Investment Advisors LLC is an independent investment advisor and financial planning firm with offices in Salisbury, Ocean City and Lewes – specializing in estate planning, retirement planning, wealth management, investment strategies, business planning, 401k plans, fiduciary services and tax management through PKS & Company, P.A.

For educational purposes only. Nothing in this article is intended as individualized investment advice. PKS Investment Advisors, LLC (“PKS”) is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. PKS does not provide tax or legal advice; you should consult with your trusted tax or legal professionals before acting on any suggestions in this article. Examples and illustrations are purely hypothetical in nature, and do not represent actual PKS clients. Past performance is no guarantee of future performance.