Kyle McBrien

Biography

Kyle McBrien is a Senior Financial Planner at Betterment, where he provides personalized financial advice and focuses on savings strategies to help clients achieve their financial goals. Previously, he worked at a large Chicago RIA serving high-net-worth clients with investment management, tax optimization, and wealth-transfer strategies. Kyle has been featured in The Wall Street Journal, Barron’s, Fortune, and MarketWatch. He graduated from Indiana University with a degree in finance and lives in Chicago.

Sessions

1. Live Financial Planning Workshop: What's Everyone Else Doing With Their Money? Presented by Betterment

   Thu, Nov 5, 11:15 AM – 1:15 PM CT

   Track Wealth

   You'd never book a planner just to ask "is this normal?" In this room, that's the whole point. 300 people in tech, at your level and the next one up, saying out loud what they're doing with their money and what they're still figuring out. Evol Greaves, Betterment's VP of Engineering, hosts and goes first with his own story: how his thinking about money changed as his career grew, and the questions he still has. Kyle McBrien, CFP, brings the five things he thinks about for everyone. Your questions go in at check-in and get asked for you, no names attached. Then small groups with the planners.