Kyle T. Kaiser

Kyle decided to pursue a career in financial planning services after enrolling in an investments course in high school and attending a class trip to the New York Stock Exchange. Upon graduating Cum Laude with a bachelor’s degree in finance from Rowan University, Kyle immediately went to work as a Planning Analyst at a wealth planning firm, assisting financial planning clients with various account-related inquiries and addressing their needs.

Soon after graduation, Kyle obtained his Series 7 and Series 66 registrations, which are currently held through LPL Financial, as well as his Life, Health & Accident Insurance licenses, and began his career as a licensed Financial Advisor at Allied Wealth Partners.  While working on teams of numerous Partners and Senior Financial Advisors, Kyle cultivated and fostered many relationships with loyal clients, guiding them in planning for and pursuing their wide-ranging financial goals.

Kyle joined the team at Newroads Financial Group in March of 2025, enhancing his practice and utilizing the many resources that Newroads Financial Group has to offer. Kyle takes pride in providing clients with confidence, helping them make sense of even the most complex financial situations and topics. He strives to provide them, regardless of what stage of life they are in, with as much time as needed to help ensure a sense of freedom to put them more at ease. He looks at all aspects of their financial well-being, focusing on retirement solutions, college funding, small business strategies, employee benefits, cash flow management, risk management strategies, tax planning strategies and investment management.

Kyle resides with his family in Roxbury, NJ. He is a classic rock enthusiast and an avid fan of the Indianapolis Colts.