Herbert Kyles
Vice President, Wealth Advisor
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Areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
Qualifications & Experience
- CERTIFIED FINANCIAL PLANNER® Professional
- Accredited Wealth Management Advisor (AWMA®)
- BS in Business Administration - Accounting, Framingham State University
- Financial Planning Certification, Bryant University
Boston, MA
Media
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Words to Live By
Success usually comes to those who are too busy to be looking for it.
Henry David Thoreau
Client Experience Professionals
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Team Members
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About
Herbert has over a decade of experience as a financial advisor, with a focus on offering personalized, transparent advice to families – empowering them to align their savings with their goals.
Herbert guides his clients through the implementation of key areas, including:
- Investing for Income & Growth
- Forward-Looking Tax & Estate Planning
- Realizing & Remaining Retired On Your Terms
- Maximizing Equity Compensation for Your Benefit
- Prudent Investment Strategies for Wealth Accumulation
Prior to joining Farther, Herbert worked with tech and healthcare professionals, executives, and business owners at a Fortune 50 firm.
Outside of work, Herbert enjoys staying active and exploring new destinations with his wife.