Kyle Winder Email & Phone Number
President | Chief Executive Officer @ Flight Plan Benefits
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Kyle Winder Location
- Raleigh, NC, US
Kyle Winder Work
- President | Certified Exit Planning Advisor® | Certified Value Builder™ @ (July 2022 - Present)
- Investment Advisor Representative @ (March 2024 - Present)
- President | Certified Exit Planning Advisor® | Certified ExitMap® Coach @ (July 2022 - Present)
- President | Chief Executive Officer @ (January 2019 - Present)
- President | Investment Advisor Representative | Retirement Income Certified Professional® @ Flight Plan Financial (November 2014 - Present)
- Chairman of the Board @ (August 2014 - April 2020)
- Investment Advisor Representative @ (February 2014 - February 2024)
- Managing Director (Trust and Investment Management) @ (February 2012 - September 2013)
- Trust Operations Officer @ (September 2011 - February 2012)
- President @ (June 2007 - August 2011)
- Captain. C-130 Instructor Pilot. Training Officer. Executive Officer. Tactics Officer. @ (January 1999 - June 2007)
Kyle Winder Education
- Campbell University
Master's degree (Trust and Wealth Management)
2010-2011 - Middlebury College
Bachelor of Arts (B.A.) (English Literature)
1991-1995 - University of Glasgow
(English Literature (British and Commonwealth))
1993-1994
Kyle Winder Skills
- Business Valuation
- Succession Planning
- Business Coaching
- Business Process Improvement
- Employee Benefits Design
- Compensation & Benefits
- Executive Compensation Planning
- Managed Services
- Exit Strategies
- Series 66 & 7 Registrations
- Financial Needs Analysis
- Informal Business Valuation
- Pension Plans
- Retirement Planning
- Deferred Compensation Plans
- Estate Planning Strategies
- Life Insurance
- Disability Income Insurance
- Mutual Funds
- Buy-Sell Agreements
- Buy-Sell Review
- Executive Benefits Strategies
- Executive Bonus Plans
- Income Protection
- Business Continuation Strategies
- Business Overhead Expense
- Retirement Plans
- Split Dollar Plans
- Wealth Accumulation Strategies
- Key Person Insurance
- Long-Term Care Insurance
- Annuities (Variable & Fixed)
- 401 (k), 403 (b), SEP & Simple IRAs
- Tax-Deferred Savings
- Traditional IRA
- IRAs
- ROTH IRAs
- College Funding Strategies
- Charitable Giving
- Supplemental Retirement Income
- Salary Continuation
- Dental Insurance
- Survivor Income
- Asset Allocation Analysis
- Wealth Accumulation
- Long Term Care Insurance
- Buy Sell Review
- 401 K
- Annuities Variable and Fixed
- Aircraft
- Wellness Programs
- Sales
- Investments
- Whole Life Insurance
- Buy Sell Agreements
- Term Life Insurance
- Customer Service
- Tax Deferred Savings
- Financial Analysis
- Roth IRA
- Universal Life Insurance
- Public Speaking
- Series 66 and 7 Registrations
- Estate Planning
- Asset Allocation
- Strategic Planning
- Sep and Simple Iras
- 403 b
- Annuities
Kyle Winder Summary
- Kyle Winder, based in Raleigh, NC, US, is currently a President | Chief Executive Officer at Flight Plan Benefits. Kyle Winder brings experience from previous roles at Flight Plan Strategies, Cambridge Investment Research, Inc. and Flight Plan Financial. Kyle Winder holds a 2010 - 2011 Master's degree in Trust and Wealth Management @ Campbell University. With a robust skill set that includes Business Valuation, Succession Planning, Business Coaching, Business Process Improvement, Employee Benefits Design and more. Kyle Winder has 3 emails and 2 mobile phone numbers on RocketReach.
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