Kyle Leonard

Kyle Leonard, CFP®, MBA®

Financial Advisor

CUSO Financial Services, L.P.

at Truliant Federal Credit Union

Email: [email protected]
Phone: 336-403-2716
Location: Clemmons and SE Virginia

Check the background of this investment professional on FINRA BrokerCheck

Kyle Leonard, CFP®, MBA, joined Truliant Financial Advisors in 2021 and brings years of financial planning and investment management experience. Kyle has been a Board of Education Member for Mt. Airy City Schools since 2018. Kyle lives in Mt. Airy, NC with his wife Mary Alice, and their three children, Avery, Owen, and Maysen.

Focus Areas

As a CFS financial advisor, Kyle provides credit union members with professional planning assistance and dependable service. Kyle’s main focus is assisting members towards their financial goals and helping them to plan effectively and efficiently for their financial future. Kyle focuses on financial planning, investment and wealth management, and risk management for Truliant members.

Education and Experience

Kyle graduated from Wingate University with a degree in Finance and from Liberty University with his Master’s in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Kyle brings experience working with individuals and families on their financial goals, and he also brings experience working with businesses on their retirement plans and helping their employees save for retirement.

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