Kyle Dunn


Kyle has a history of discovering his clients’ financial needs and helping them make suitable financial decisions for the near- and long-term. His ability to understand and guide his clients on a path toward financial security and his unwavering client focus make him a valued member of the Beltz Ianni & Associates team.

As part of the Retirement Plan Services group, Kyle’s concentration is on Beltz Ianni’s retirement plan clients and their plan participants, providing relationship management and enrollment/education support. Kyle provides one-on-one, goal-oriented retirement savings consulting for plan participants, utilizing Beltz Inni’s proprietary Pathway-to-Success program.

Kyle is an accomplished professional who began his career in the financial services industry in 2010. As a trusted advisor, Kyle introduces his clients to a wide-range of financial planning services and products including life insurance, disability income insurance, long term care insurance, retirement plan services, and annuities.

Prior to joining Beltz Ianni, Kyle was a financial service professional with the MassMutual Financial Group. He received his Bachelor of Arts degree in economics and business strategies from the University of Rochester and is a member of the University’s George Eastman Circle. He holds the Professional Plan Consultant® (PPC®) designation from Fi360, and the Chartered Life Underwriter (CLU) designation from the American College of Financial Services.

Kyle enjoys golfing as a member of the Monroe Golf Club. He resides in Rochester, New York.

Kyle Dunn is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

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