this meetup will cover wealth building and how to use the three pillars of wealth to create your success in real estate!
This week's speaker is Kyle Denison, a Financial Consultant with XML Financial Group. Originally from Las Vegas, Kyle moved to Northern Virginia where he graduated cum laude from George Mason University’s School of Management with a Bachelor of Science degree in finance. He is currently continuing his education with Kaplan University and is in the process of completing the requirements needed to sit before the Certified Financial Planners Board of Standards to obtain his CFP designation. Kyle holds the Series 7 and 66 securities registrations through LPL Financial as well as Life, Health and variable annuity insurance licenses. Kyle is active with George Mason’s School of Business Alumni Association and is the current co-chair of the event’s committee for the Community Foundation’s Future Fund.
About XML and its founders XML Financial Group is an independent financial services and wealth management firm. After spending nearly forty years of combined experience at Merrill Lynch, Brett Bernstein CFP and Robert Kantor left Merrill and co-founded XML Financial Group, an affiliate of LPL Financial. Today, XML manages nearly $600 million in brokerage and advisory assets with offices in Rockville and Tyson’s Corner. The advisors at XML specialize in asset titling and estate planning needs, philanthropic planning, tax planning, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management.
We look forward to seeing you there!
~Sanam & Jennifer
"To win without risk is to triumph without glory." – Pierre Corneille