Kyle Whitney
CPA
LPL Financial
- Creating tax plans for advisors and their clients
Holthouse Carlin & Van Trigt LLP
- Oversaw tax compliance and tax planning for HNW individuals, closely held businesses and corporations
Cal Poly San Luis Obispo
- Masters in Accounting
- Club lacrosse player
Kyle Whitney is an LPL employee and is part of the financial planning solutions program that supports multiple advisor's businesses.