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Kyle Attarian

MBA, CFA, CFP®, AIF®

Wealth Manager

Kyle Attarian

MBA, CFA, CFP®, AIF®

Wealth Manager

Biography

Raised in a military family, Kyle had to learn from a young age how to make friends and build relationships on the go. That ability to create rapport makes him an exceptional Wealth Manager—and it’s why he was the perfect person to open Plancorp’s doors in Nashville in 2018.

After attending business school at the University of Memphis, he spent the early part of his career in Tennessee working as a financial planner before relocating to St. Louis in 2009 to join Plancorp. In 2018, he returned to his home state to open Plancorp’s Nashville branch, and was thrilled to bring our firm’s independent, objective approach to a market he felt could really benefit from it.

As a board member of both Nurses for Newborns and Mid South Therapy dogs, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys anything outdoors and spending time with his wife and young daughters.

Community Involvement
  • Member, Financial Planning Association, 12/2005–present
  • Treasurer, Board Member, Mid-South Therapy Dogs, Inc., 1/2006–present
  • Member, AKC’s CGC, Delta Society 6/2008–present
  • Member, Nurses for Newborns Executive Board 3/2012 – present
Education
  • University of Memphis, B.A., Finance 2003
  • University of Memphis, M.B.A., Finance, Fogelman College of Business & Economics, 2005

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

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