Kyle Malavasi, CFP®
Kyle Malavasi, CFP® works primarily with business owners and leaders who are in one of the three phases of their journey:
- Business owners and leaders who have experienced a large liquidity event or who are planning for exiting their business in the next 1-5 years.
- Business owners and leaders who are looking to increase or maintain their momentum in their respective businesses.
- New business owners and leaders who are looking to establish themselves as a player in their respective industry.
Personal: Kyle served as the captain of the Men’s Basketball team at Centenary. He also volunteers as an Assistant Varsity Coach at Mendham High School for the Boy's Basketball program. Kyle resides in Clinton, NJ with his wife Allie. He is an avid Giants fan and golfer, and enjoys experimenting in the kitchen with new recipes in his free time.
"It is with pleasure that I write this statement about my experience as a client of Kyle Malavasi, CFP. It was in 2020 after a major life event when it became necessary for me to reassess my short and long term financial goals that upon recommendation, I connected with Kyle. I explained my situation and it was at that time when I decided to determine the financial goals to meet my needs and to plan the strategies to achieve them under Kyle‘s guidance. His professionalism, knowledge and respect for me as a client is emanated in every conversation. He is always approachable, replies to emails and calls in a reasonable timeframe and seems genuinely glad to address my concerns. Details of every financial strategy are always clearly explained and my questions are answered to my satisfaction. I feel confident that I will continue to conduct business with Kyle moving forward and would recommend his services without reservation." - Barbara, NJ*
"Kyle and the LPL team have gone above and beyond my expectations. Last year I lost my wife way before her time and we had a lot that we hadn’t addressed with our finances. Kyle was there to assist with all aspects and questions about what had to be done. He made the process manageable even joining calls with my attorney. I am kept updated with current market conditions. I feel my retirement is in caring and capable hands. I highly recommend Kyle and LPL team for all your financial and retirement needs." - Robert, PA*
"Working with Kyle has been a true pleasure. He is highly knowledgeable, and has a knack for explaining difficult to understand financial concepts in an easy manner. He has provided me with invaluable financial advice, drawing on his many years of experience working with several different clients. Kyle takes the time to get to know you personally and understand your unique goals, and then helps to create a financial plan that will work for you. I highly recommend working with him!" - Suzanne, NJ**
"I was introduced to Kyle almost 2 years ago after my husband passed away and have had the pleasure of working with him since. He has been nothing but patient, professional and friendly with me and my questions. We have a had a few zoom meetings and phone calls so he can keep me updated on the market and my investments. He is very easy to talk to and has eased my mind about the down trend in the market. I look forward to working with him for many more years. Thank you for all you do Kyle." - Janice, NJ*
*These statements are testimonials by clients of the financial professional as of 12/05/2022. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
**These statements are testimonials by clients of the financial professional as of 01/10/2023. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.