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Introduction to Affiance Financial's Client Portal
Join Financial Planner Kyle Berg for an introduction to Affiance Financial's Client Portal. Kyle will share key features and capabilities and answer your Client Portal questions.

Mar 13, 2019 12:00 PM in Central Time (US and Canada)

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Kyle Berg, CFP®, BFA™
Financial Planner
Kyle joined Affiance Financial in October 2014. He offers clients guidance as they work toward achieving their financial goals. In addition to developing financial plans, Kyle offers investment strategies, retirement planning, and other services. Kyle also works with the Affiance team to support principals Steve Lear and Andy Fishman.