Kyle Dodson, CFP®

Financial Advisor



Education:
Miami University, BS, Finance

Designations:
CERTIFIED FINANCIAL PLANNER™

Industry experience:
4 years

How does Kyle Use Commas?

  • Building wealth with diligent savings and low-cost diversified investments.
  • Staying on track to be financially secure in retirement.
  • Saving for various near-term goals (travel, home renovations, and more).

The Latest from Kyle

What is a 529?
The Value of No Minimums

Kyle’s Story

Kyle serves in a dual role as a wealth advisor for Truepoint Wealth Counsel and Commas. As an advisor, Kyle works to cultivate deep relationships with clients so he can deliver personalized financial guidance to help them meet their goals. He’s proud to be a part of a fiduciary firm where the sole mission is to operate in the best interest of our clients.

Whether its going on hikes with his dog, Chance, or playing pick up basketball, Kyle loves to stay active outside of the office. He also enjoys trying new restaurants and playing a round of golf with friends.


Specialties

Education funding, retirement planning, risk management

Ready to start the conversation?