Kyle Lippold, CPFA^®

I'm passionate about helping people work toward their financial goals with confidence and clarity. I’ve been in the financial planning world since 2008, starting out at a nationally recognized firm before discovering my niche in corporate retirement plans. Over the years, I’ve developed a strong focus on working with business owners and employees to create smart, personalized strategies that meet both their immediate needs and long-term goals.

Much of my work involves evaluating retirement and 401(k) plan designs, guiding business owners on how to get the most from their plans, and supporting plan sponsors through every stage of administration. I love helping people understand the “why” behind saving for retirement—and turning those big-picture goals into clear, actionable steps.

What really drives me is building long-term, meaningful relationships. I take the time to understand each client’s unique situation and help them navigate everything from investment planning and tax strategies to charitable giving and estate planning. It’s about creating a financial plan that actually fits your life—not a one-size-fits-all approach.

Joining RetireRight has given me access to even more tools, expertise, and resources, which allows me to provide even more value to the people I serve. Whether it’s managing wealth, creating a personalized financial plan, or collaborating with other professionals in the field, I’m all in.

I earned both my Bachelor of Arts and Master’s degrees from Loras College, and I hold the FINRA Series 6, 7, and 63 registrations through LPL Financial, along with the Series 65 registration through RetireRight LLC.

Outside of work, I love traveling and enjoying great food with my wife, Tasha. I also spend a lot of time coaching sports for our two sons, Jackson and Owen, and staying active with our dog, Oscar. I'm involved with several nonprofit organizations and charities—giving back to the community is something I value deeply.

If you're looking for thoughtful, personalized financial guidance—or just want to explore how financial planning can help you move forward with more confidence—I’d love to connect.