Kyle Menke CFP®, CLU®, ChFC®, CASL®, RICP® in

Kyle Menke CFP®, CLU®, ChFC®, CASL®, RICP®

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Wealth Management Advisor at Menke Financial
📍 St. Petersburg, Florida, United States

Kyle Menke is a Wealth Management Advisor at Menke Financial, specializing in comprehensive financial planning for physicians and business owners. He leverages his expertise in tax-advantaged strategies and holds multiple designations, including CFP® and CLU®, after graduating from the University of Florida.

As a Tampa native now living in St. Petersburg with his wife and son, Kyle is passionate about spending his free time with family. His interests include being out on the water, where he enjoys boating and fishing.

Kyle focuses on a niche market, helping busy medical professionals and entrepreneurs achieve financial clarity and build their legacies.

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Experience
14 Years
Current Role
Wealth Management Advisor
Location
St. Petersburg, Florida, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kyle cares about

Planning for Physicians
His practice is specifically focused on providing financial clarity and peace of mind for established and emerging physicians and medical professionals.
Tax-Advantaged Strategies
He uses comprehensive planning and tax-advantaged saving strategies to help busy clients build wealth and protect their legacies.
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Career

Work history

11-2012
Wealth Management Advisor
Menke Financial
5-2011 - 7-2011
Financial Analyst
Willis Capital Markets and Advisory
5-2010 - 7-2010
Reinsurance Broker
Willis Re
4-2009 - 8-2009
Product Development
Bankers Insurance Group
4-2008 - 8-2008
Claims Adjuster
First Community Insurance Company
In the press

Media appearances

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Education
2007 - 2012
Bachelor’s Degree
University of Florida
2007 - 2012
Minor
University of Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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