Kyle Bourke, CFP®, MBA

Kyle is an associate wealth advisor at AAF Wealth Management, responsible for providing valuable financial planning and investment advisory support under the direction of the firm’s senior wealth advisors.

Kyle performs several of the necessary tasks needed to develop a meaningful personal financial plan for our clients. He assists in gathering and analyzing financial reports and records from individuals and families, and he initiates modeling of financial scenarios. He helps determine how assets should be allocated and makes preliminary recommendations to senior wealth advisors on a course of action.

Kyle also assists senior wealth advisors in preparing visual aids for the client including customized charts, graphs, and histograms to help clients make informed financial decisions. He is proactive and responsive in answering questions that may arise to help ensure excellence in client service and peace of mind. He is detail oriented and accountable for ensuring plans are followed and helps make changes over time as appropriate.

Kyle earned a bachelor’s degree from the University of Miami as well as a Master of Business Administration from Nichols College. He is a licensed investment advisor and a CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL.

For years, he has been engrossed in his interest in personal financial planning and investing and is excited to lend his passion, as well as his financial and operational expertise, to helping clients gain confidence in managing every aspect of their financial life. He currently lives in Wallops Island, Virginia.

“Money is a top cause of stress for many Americans, and I’m delighted to be a resource for eliminating financial anxiety. The ability to offer meaningful advice and clarity is the aspect of my job that is most rewarding.”