Kyle Barclay CFP®, AWMA®
Senior Vice President | Wealth Advisor | Kansas City
Kyle is a CFP® and has been in the financial services industry advocating for clients helping them reach their financial goals for over a decade.
Since 2010
Prior to joining GreenUp Wealth Management in April of 2021, Kyle served clients as a financial advisor at a broker dealer and as an investment advisor for 10 years.
Before working in financial services, Kyle spent 8 years working in management for independent grocery stores across Missouri and Kansas always keeping a customer first mentality. As a leader in the grocery industry, he focused on enhancing each store’s customer experiences by tailoring each store’s product options, implementing new customer services, and training employees how to better understand how to best serve their customer in their respective departments.
Kyle and his wife currently live in Kansas City with their dogs Yadi and Birdie. Kyle grew up in a small rural Missouri town named Kidder. In 1988, his parents purchased a small two pump gas station/convenience store named the Kidder Kurve before selling the small business in 2005. Kyle credits his small-town upbringing as the cornerstone of his financial planning career. “Living in a town of 241 and being one of the town’s three businesses, helping and caring for your neighbor was a way of life.” Kyle believes that in today’s financial world, clients and their families deserve this type of genuine care and passion which is the cornerstone of a client’s relationship with their financial professional.
Education
Graduated with honors from Missouri Western State University
Bachelors of Science in Economics
Bachelors of Arts in Spanish
Certifications
The College for Financial Planning
CFP® Certification
Accredited Wealth Management Advisor SM – AWMA®
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