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KYLE McCAULEY
Managing Partner | CRPC ®APMA®
National Social Security Advisor Certificate Holder®
kyle@citycenterfinancial.com
(248) 275-1930
888 W Big Beaver Rd. Suite 1220 Troy, MI 48084
Kyle is one of the co-founders and Managing Partner of City Center Financial. Kyle is passionate about the financial services industry as a whole, and specifically the segment of the industry that deals with the needs of the individual investor and retiree. Kyle has been asked to train hundreds of financial advisors in the retirement planning market, and actively participates in the training of the advisors who work with him through Social Security planning. Our clients continue to reap the benefits of Kyle's expertise in retirement planning solutions today.
Kyle first worked in the financial services industry as far back as 2006, although his focus was in working with younger people at that time. In 2014, Kyle shifted his career focus to the needs of retirees and retirement planning. Kyle has been the host of the syndicated show the Know Your Retirement® Show and more recently, Einstein Retirement Daily, heard across the country, educating retirees on the news, resources and information that can affect a retirement plan.
Kyle is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®) through the College for Financial Planning. Additionally, Kyle holds a certificate as a National Social Security Advisor (NSSA®) and is also series 66 licensed, held at City Center Advisors, LLC, which holds him to a standard of fiduciary responsibility.
Kyle has a strong commitment to family, both immediate and extended. Kyle and his wife Pamela were married in 2008 and have two daughters and a son. Together, they're actively involved in their church, and enjoy traveling to see family across the country in New Mexico, Oregon, Alabama, Florida, Kentucky, Tennessee and Illinois.
Verified
The Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
ISSUED BY
ISSUED TO
STANDARDS
Higher Learning Commission (HLC)
The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
Colorado Commission on Higher Education (CCHE)
The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
North American Securities Administrators Association (NASAA)
The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.
The Accredited Portfolio Management Advisor℠ or APMA® Professional Designation
APMA® designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. With hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Individuals must pass an end-of-course examination.
ISSUED BY
ISSUED TO
STANDARDS
Higher Learning Commission (HLC)
The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
Colorado Commission on Higher Education (CCHE)
The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
North American Securities Administrators Association (NASAA)
The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.
The National Social Security Advisor℠ or NSSA® Certification
Earners of the National Social Security Advisor Certificate have demonstrated the required knowledge necessary to assist clients in reviewing the many options that are available when receiving Social Security benefits as well as provide objective and unbiased Social Security education to the public. These earners are professional advisors who advise clients, colleagues, and others on the Social Security program and related benefits for adults aged 60-70.
ISSUED BY
ISSUED TO
STANDARDS
Financial Industry Regulatory Authority (FINRA)
FINRA recognizes the use of the NSSA Designation requiring 8 hours of course study, a proctored exam, and a 16 hour continuing education requirement every 2 years to stay current on Social Security issues and regulation changes.
Advisory services offered through City Center Advisors, LLC a Registered Investment Advisor. Insurance products offered through City Center Financial, LLC. City Center Advisors, LLC and City Center Financial, LLC are affiliated entities. This brochure does not constitute a solicitation to purchase or sell securities in any jurisdiction in which City Center Advisors, LLC is not registered.
City Center Advisors, LLC and City Center Financial, LLC do not provide tax or legal advice. Individuals should consult with their own tax, legal and investment professionals. City Center Advisors, LLC and City Center Financial, LLC are not affiliated with the Social Security Administration or any government organization.
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