Kyle Shoemaker, CFP®

Senior Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Kyle Shoemaker is a wealth management financial advisor based in Allentown, PA.

Kyle is a senior financial advisor who joined CAPTRUST in 2015 and works within a specialized team to advise ultra-high-net-worth families, business owners, executives, entrepreneurs, and family offices. He has extensive experience working with families with considerable wealth and specializes in complex financial modeling to develop sophisticated estate-planning strategies that align with each family’s unique goals and help enable the seamless transfer of wealth across generations.

Before joining CAPTRUST, Kyle worked at MFP Strategies in Bethlehem, Pennsylvania.

He is a graduate of Clemson University, where he majored in mathematical sciences with a concentration in actuarial science and financial mathematics. He is also a graduate of Charles Widger School of Law at Villanova University, where he earned a Master of Taxation and Estate Planning certificate.

Education

  • Bachelor of Science degree in mathematical sciences with a concentration in actuarial science and financial mathematics from Clemson University
  • Master of Taxation and certificate in estate planning from Charles Widger School of Law at Villanova University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Memberships

  • Board of Directors of Nica Nadadores

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