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Kyle Tracey, CFP®

Kyle tracey, cfp®

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location of Kyle Tracey, CFP®Boston, Massachusetts, United States
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  • Timeline

  • About me

    Managing Director at SCS Financial

  • Education

    • Brown university

      2002 - 2006
      Ba business economics

  • Experience

    • Ballentine partners, llc

      Jun 2006 - Nov 2011
      Certified financial planner™ professional

    • Scs financial

      Nov 2011 - now

      • Managing Director

        Dec 2023 - now

      • Director

        Dec 2018 - Dec 2023

      • Vice President

        Dec 2015 - Dec 2018

      • Senior Client Advisor

        Dec 2013 - Dec 2015

      • Client Advisor

        Nov 2011 - Dec 2013

  • Licenses & Certifications

    • Certified financial planner(tm)

      Certified financial planner board of standards, inc.