Kyle Dunn

PPC®, ChFC®, CLU®

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.

Kyle is an accomplished professional who began his career in the financial services industry in 2010.  He became partner at Beltz Ianni and Associates in 2020, and with Mark Siler and Stephen Howles, they lead the Individual Services group. The Individual Services group takes a planning first approach that identifies client goals and then focuses their strengths, weaknesses, opportunities & threats to their financial plan.  Kyle is able to offer fee only managed investment accounts, fee for service financial planning service, brokerage account services, and insurance solutions to help clients manage risks that face their financial plan.

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 Ianni’s proprietary Pathway-to-Success program.

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. He holds the Professional Plan Consultant® (PPC®) designation from Fi360, along with the Chartered life underwriter (CLU®), and Chartered Financial Consultant® (ChFC®) designation from the American College. 

Kyle enjoys golfing and boating on the Finger Lakes. He resides in Rochester, New York, with his wife, Sonya.

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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