Kyle Mushaweh, CFP®, MBA, CPFA®

An original native of Connecticut, Kyle joined the The Virtus Group team in 2012. He earned his bachelor’s degree in Economics from the College of the Holy Cross. During that time he participated in a summer internship program with Northwestern Mutual, which first sparked his interest in holistic financial planning. His curiosity for more practical financial knowledge led him to pursue his MBA, with a finance concentration, at Providence College. Upon joining the Virtus Group and gaining some experience learning the Virtus process Kyle first passed the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) examinations in 2016, both registrations currently held with LPL Financial, then took the necessary steps to become a CERTIFIED FINANCIAL PLANNER™ practitioner in 2017. Most recently, he earned his Certified Plan Fiduciary Advisor (CPFA®) designation in 2020, which qualifies him to help the Virtus team support corporate retirement plans through LPL Financial’s Retirement Plan Consultant Program (“RPCP”). As the Director of Financial Planning, Kyle enjoys assisting the Virtus team to build lifelong relationships helping clients to pursue achieve financial independence.

Kyle and his wife Danielle spend most of their free time caring for their baby boy, Asher. They both enjoy traveling and staying active. Kyle has also been a coach at East Greenwich High School since 2010, helping with both track and football.