Kyle Bochat with Strong Gaddy Lee Wealth Management Group joins host Phil Bonelli – Hopewell Farms GA for a deep-dive conversation about business transition planning.
Kyle believes in the power of taking time to understand each client’s dreams and goals fully. By doing so, he is able to construct a comprehensive investment plan, utilizing quality investments and tax-efficient strategies with the goal of helping you reach your financial goals on time while building wealth and properly preserving assets.
He recently graduated from Yale University’s Certified Private Wealth Advisor program and passed the rigorous CPWA certification exam, making him uniquely qualified to serve the complex needs of high-net-worth clients.
In his spare time, Kyle serves on the boards of the United Way of Hall County as Chair for the Young Leaders Society and also enjoys leading a South Hall area men’s fitness group.
Connect with Kyle:
Website — StrongGaddyLee.com/
FB — https://www.facebook.com/stronggaddylee
Connect with Phil Bonelli:
https://www.facebook.com/Hopewell-Farms-GA-105614501707618/
https://www.instagram.com/hopewellfarmsga/
https://www.hopewellfarmsga.com/
