Kyle Rash, Owner & Social Security Consultant

Professional credentials Master of Science Financial Planning with a Concentration in Retirement Planning (MSFP) Chartered Financial Consultant®(ChFC®) Retired Income Certified Professional®(RICP®)

Kyle Rash has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Many of my clients come to me during important transitions in life—retirement, military separation, career changes, business ownership, or other periods of financial complexity when thoughtful guidance matters most. They are looking for more than investment management. They want a trusted advisor who can help them make informed decisions and bring clarity to an increasingly complicated financial picture.

My role is to help people think through their options, understand the tradeoffs, and move forward with confidence. I believe financial planning should be personal, practical, transparent, and grounded in the realities of everyday life.

As a fee-only fiduciary, I focus on building long-term relationships and helping clients navigate important financial decisions without commissions, hidden incentives, or unnecessary complexity.

I proudly served for 20 years in the United States Marine Corps, ultimately achieving my lifelong goal of becoming a Marine aviator. Throughout my military career, I managed people, resources, and risk in environments where preparation, discipline, and sound decision-making were essential. Those experiences continue to influence how I work with clients today.

After retiring from the military in 2014, my family and I experienced firsthand the difference between financial advice that is transactional and advice that is truly personal. As our own financial lives became more complex, we wanted guidance, partnership, and someone who understood our goals. Too often, we felt like account balances instead of people.

That experience led me to take a more active role in managing our family's financial future. What began as a personal commitment to learning quickly grew into a passion and ultimately a second career. I earned the ChFC®, RICP®, and Master of Science in Financial Planning (MSFP) credentials, and founded Champion Financial Planning with a simple belief: clients deserve clear advice, transparent pricing, and an advisor who genuinely puts their interests first.

I do not charge traditional AUM fees. Instead, I offer fee-only fiduciary planning with clearly defined pricing, no commissions, and no hidden incentives.

My philosophy is simple: Do the Right Thing, at the Right Time, for the Right Reasons. At Champion Financial Planning, every recommendation is made with that principle in mind. My goal is to help clients make smart financial decisions while building a long-term relationship founded on trust, clarity, and accountability.

Outside of work, you'll usually find me spending time with my wife and two daughters, enjoying the outdoors, participating in CrossFit, or tackling the next project around the house.

Contact Kyle