Kyle’s role at Prescott Tax and Wealth Management is assisting our new and current clients with individual health, disability insurance, and life insurance products. Specifically the Affordable Care Act (Obamacare), senior health care, life insurance, and Long Term Care (LTC). Kyle is also licensed for property and casualty insurance products, specially workers comp insurance and general liability. Kyle graduated from the University of California, Santa Barbara with a major in psychology. He obtained his insurance license the summer before he graduated from college to get a jump on helping Peter Prescott’s client base and is now continuing his education at University of California, Irvine. He is in the process of obtaining a Certified Financial Planner® designation. Kyle’s best financial advice was given to him by one of his UCI teachers about starting and saving for retirement earlier in life. His favorite quote is from Albert Einstein, “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” Kyle married his college girlfriend.
© 2018 · Prescott Tax and Wealth Management