Herbert Kyles, CFP® in

Herbert Kyles, CFP®

Judge · DISC type Dc
VP, Wealth Advisor at Farther
📍 Denver Metropolitan Area, United States

Herbert Kyles is a VP and Wealth Advisor at Farther, where he leverages over a decade of experience as a CERTIFIED FINANCIAL PLANNER®. He specializes in creating wealth strategies for executives, families, and mission-driven organizations, particularly in the tech and healthcare sectors. Colleagues and peers have described him as "flawless" and "highly regarded. "

Outside of his professional life, Herbert was a collegiate ice hockey player at Framingham State University. He enjoys staying active and exploring new destinations with his wife, reflecting a passion for travel and an active lifestyle.

Unique fact: Herbert was a goalie for the Framingham State University mens ice hockey team.

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Experience
12 Years
Current Role
VP, Wealth Advisor
Job Level
Senior
Location
Denver Metropolitan Area, United States
Personality Overview

How Herbert shows up

Generally Skeptic
Fast But Wary
Demanding

They like to move fast and expect the same from others. They are not always relationship oriented. They respond well to strong and respectful communication.

Priorities

Topics Herbert cares about

Multi-Generational Wealth
Focuses on building and managing wealth for individuals, families, and executives with a long-term, multi-generational perspective.
Mission-Driven Investing
His work involves supporting mission-driven organizations and impact foundations, aligning financial strategies with social causes.
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Career

Work history

5-2024
VP, Wealth Advisor
Farther
11-2020 - 5-2024
VP, Financial Consultant
Charles Schwab
9-2018 - 11-2020
VP, Financial Consultant
Santander Bank, N.A.
5-2014 - 9-2018
Financial Planner
AspenCross Wealth Management, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Framingham State University
Education details unavailable
Johnson County Community College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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