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Kyle Westfall

Associate

Boston

Client Advisory

Biography

Kyle is an Associate in the Boston Office

Prior to joining Cerity Partners, Kyle was an intern with Mayflower Advisors and Financial Planning Solutions, LLC. While at Mayflower, Kyle worked closely with the retirement planning team supporting day-to-day office administration and organizing retirement account data for advisors. While at Financial Planning Solutions, LLC, Kyle assisted a team of financial planners create custom financial plans.

Education

  • Bentley University, concentration in Personal Financial Planning

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.