Kyle Whitney


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.