Kyle Zammit, AIF®, ChFC®
|
|
Phone: 248-269-8366
|
|
Kyle joined StraightLine in 2023. He quickly gained his required industry license and is now working with StraightLine’s research and advisory teams in a supporting role. In 2025, Kyle earned the Accredited Investment Fiduciary (AIF®) designation, demonstrating his commitment to upholding the highest ethical standards in investment management and fiduciary care.
In 2026, Kyle earned the Chartered Financial Consultant (ChFC®) designation, demonstrating specialized knowledge in offering in-depth, tailored advice. This special designation signifies that he is trained to focus on comprehensive financial planning, including insurance, income taxation, retirement, and estate planning.
He has long-standing interests in personal finance, investment research, and real estate investing. This experience along with his passion for helping others is serving him well on his journey to become a financial advisor.
Kyle is a graduate of Grand Valley State University where he earned his Bachelor of Business Administration with a major in Finance. He was involved with Seidman College of Business’ Investment Portfolio Organization where tasks included performing investment research and presenting his findings to outside teams for further analysis. In his free time, Kyle likes to golf (golf doesn’t like him back), go boating, and hang out with friends and family.
In 2026, Kyle earned the Chartered Financial Consultant (ChFC®) designation, demonstrating specialized knowledge in offering in-depth, tailored advice. This special designation signifies that he is trained to focus on comprehensive financial planning, including insurance, income taxation, retirement, and estate planning.
He has long-standing interests in personal finance, investment research, and real estate investing. This experience along with his passion for helping others is serving him well on his journey to become a financial advisor.
Kyle is a graduate of Grand Valley State University where he earned his Bachelor of Business Administration with a major in Finance. He was involved with Seidman College of Business’ Investment Portfolio Organization where tasks included performing investment research and presenting his findings to outside teams for further analysis. In his free time, Kyle likes to golf (golf doesn’t like him back), go boating, and hang out with friends and family.
PROFESSIONAL DESIGNATION:
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
The American College of Financial Services owns and licenses the designation marks Chartered Financial Consultant and ChFC®, which authorizes individuals who successfully complete certain educational, work experience and ethics requirements. Practitioners with this designation are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations based on demonstrated expertise in multiple areas of financial planning– more information is available at Professional Designations.
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
The American College of Financial Services owns and licenses the designation marks Chartered Financial Consultant and ChFC®, which authorizes individuals who successfully complete certain educational, work experience and ethics requirements. Practitioners with this designation are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations based on demonstrated expertise in multiple areas of financial planning– more information is available at Professional Designations.
