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Meet Kyle Dowdle, CPA, CFE

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Kyle Dowdle has been advising clients in personal financial matters since 2017. Initially working with clients on tax issues, Kyle has spent the bulk of his career analyzing and discussing clients' personal financial situations through their divorces. Communicating with clients about budgets, taxes, insurance, financial accounts, estate planning, business valuation issues, income, and other personal financial matters has been very fulfilling for Kyle, and he's ready to talk with you.

Professional Designations

  • Certified Public Accountant

  • Certified Fraud Examiner

Financial Expertise Subjects

  • Budgeting

  • Retirement

  • Debt reduction

  • Saving for children's futures

  • Life insurance

  • Tax

  • Estate planning

  • Specialty funds/Emergency funds

  • Goal setting and tracking

  • Financial behavioral struggles

  • Miscellaneous personal finance issues

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