My Story
Through a series of events following my retirement from the US Marine Corps, I realized that my family's financial advisor was not providing the level of value commensurate with the fee schedule he was receiving. While my family was undergoing several life-changing events, our advisor failed to listen to our needs and understand our situation. We didn't matter - we were just a nameless, faceless allowance he received each quarter. It wasn't until he received the paperwork to transfer our accounts that he was suddenly willing to negotiate. By then, it was too late!
This experience inspired me to commit to further educating myself and passing along that knowledge to others out there like me. I aim to ensure that others have the tools to make informed financial decisions for themselves and their families and that they receive all the dignity, empathy, and personalized service they deserve. I am a staunch advocate of low-cost, efficient planning!
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The following beliefs guide me in all that I do, both personally and professionally, as a fiduciary: Do what's right. All the time. Every time. Strive to make the right decisions at the right time for the right reasons.
Kyle Rash
MSFP, ChFC®, RICP®, NSSA®
Founder, Champion Financial Planning
Certifications
& Expertise
Education
& Certification
Timeline
9/2020
Boston University
Advanced courses in Financial Planning via the Certified Financial Planning program. My decision to take these courses stemmed from a passion to help others obtain financial literacy and make informed decisions.
11/2020
Passed: Series 65 Uniform Investment Adviser Law Exam
This exam tests an individual's knowledge and ability to advise clients in the area of investing and general financial concepts. Passage of the test is one of the requirements that allows for certification as a Registered Investment Advisor in Washington State.
2/2021
ChFC® Chartered Financial Consultant
Certification
A Chartered Financial Consultant® designation indicates that the advisor has completed the equivalent of 27 semester credit hours of college-level courses covering more than 100 topics on financial planning. Additional requirements are mandated.
10/2021
RICP® Retirement Income Certified Professional
Known as the nation's leading credential for building integrated and comprehensive retirement income plans, a Retirement Income Certified Professional is focused on helping clients understand, choose, and execute a sustainable retirement strategy.
12/2022
MSFP: Richard D. Irwin Graduate School of the American College of Financial Services
Completed the degree requirements for a Master of Science in Financial Planning (MSFP) with a concentration in Retirement Planning.
1/2023
NSSA - National Social Security Advisor Certification
Passed the National Social Security Advisor (NSSA) examination. Beyond enhancing my knowledge of the Social Security program, it provided me with education and the ability to help families make informed decisions to maximize their lifetime benefits.
