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Bethesda

Sarah Kyle

CFP®, CPA

Wealth Advisor

7475 Wisconsin Ave, 11th Floor
Bethesda, MD 20814

Sarah Kyle

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Sarah Kyle

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPA – Certified Public Accountant

About Sarah

Sarah works with a team of wealth advisors to provide investment management, financial planning, and tax planning services to high-net-worth individuals and families. Her desire to help clients meet their financial goals and create lasting relationships is what led her to the wealth management industry.

Outside of the office, she enjoys traveling, playing tennis, and spending time with family and friends. Sarah is proud of Focus Partners Wealth’s Her Wealth® initiative and their mission to educate and empower women about their wealth.

Education and Professional Milestones

-Rhodes College - bachelor of arts in business and a master of science in accounting

-Has held roles in EY’s audit practice and as a corporate accountant for a publicly traded real estate investment trust

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