--- title: "Kyle Schlossman | Financial Advisors" description: "Kyle Schlossman at Zeniki Wealth. As the son of two teachers, Kyle learned early on about the importance of hard work and education. He attended the…" url: https://financialadvisors.com/advisors/kyle-schlossman/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Kyle Schlossman](https://financialadvisors.com/wp-content/uploads/2024/05/kyle-headshot-250px.jpg) # Kyle Schlossman Zeniki Wealth investment Accredited in Business Valuation Certified Public Accountant Chartered Financial Analyst Email Advisor [Schedule Intro](https://tidycal.com/kyleschlossman/30-minute-meeting) Link Copied! ## About As the son of two teachers, Kyle learned early on about the importance of hard work and education. He attended the University of Florida and majored in accounting. After college, Kyle became fascinated with investments and spent significant time reading anything about the subject that he could get his hands on. This led Kyle to pursue the CFA® program, which is a rigorous, multi-year curriculum that focuses on investment analysis and ethics. After obtaining the CFA® designation, Kyle resumed his self-study of investments, focusing his attention on successful investors like Warren Buffett. Kyle studied Warren extensively, reading dozens of books about him and even going out to Omaha, Nebraska to see him in person at his annual shareholder meetings. This experience laid the foundation for Kyle’s own investment philosophy and provided him with a framework for making rational investment decisions. Eventually, Kyle’s entrepreneurial itch became too strong to ignore. In 2023, he formed Zeniki Wealth so that he could provide comprehensive wealth management services to a greater number of clients and to address the many shortcomings that are inherent in the financial services industry. Outside of work, Kyle enjoys reading, being active outdoors and cheering on his favorite sports teams (the Florida Gators and the Tampa Bay Buccaneers). Investment Philosophy Long-Term investing strategies focused on minimizing investment costs and taxes. Low-cost ETFs typically form the core of client portfolios. For applicable clients, alternative investments also make up a portion of the portfolio as well. ## Firm Information ![Zeniki Wealth logo](https://financialadvisors.com/wp-content/uploads/2024/05/v2-01-scaled.jpg) Firm Zeniki Wealth Position President Agency Type ria Firm CRD# 328778 About Firm Zeniki Wealth is a wealth management firm specializing in comprehensive financial plans, investment management, business owner services, and tax & estate planning. **What We Can Offer You:** - A **High Level** of **Service**: - We’re Responsive, Proactive, Transparent and communicate in layman’s terms. - A **Fair Price**: - $200 per hour. - A **Flexible Business Model** - _See our hypothetical examples here:_ [Our Pricing – Zeniki Wealth](https://zenikiwealth.com/our-pricing/) - A Staff that’s **Experienced & Credentialed**: - CFA, CPA, ABV - _See more here:_ [Why-hire-a-CFA-Charterholder-to-manage-your-wealth_2.pdf (zenikiwealth.com)](https://zenikiwealth.com/wp-content/uploads/2024/04/Why-hire-a-CFA-Charterholder-to-manage-your-wealth_2.pdf) - A Company that’s driven by a Common **Passion**: - See [Zeniki’s Name Explained – Zeniki Wealth](https://zenikiwealth.com/zenikis-meaning/) - Adherence to a **High Level of Ethics and Values**: - See [Real Fiduciary – Zeniki Wealth](https://zenikiwealth.com/real-fiduciary/) - See [Life Philosophy Archives – Zeniki Wealth](https://zenikiwealth.com/category/life-philosophy/) - Guidance & **Expert Financial Advice** **,** Tailored to your Unique Needs: - **For Business Owners:** tax minimization strategies, business valuations, legal structure recs, corporate document drafting/review. - **For HNW:** Trust type comparison/analysis, estate tax strategies, access to alternative investments, robust investment reporting. - **For Retirees:** social security optimization, retirement withdrawal strategies, tools to make your nest egg go the extra mile. - **For Pre-Retirees:** comprehensive financial plans & retirement plans, debt management & consolidation, customized investment portfolios. **What We Won’t Do:** - Offer you a standardized set of services and **treat you like a number.** - **Focus our practice on marketing & “growing our book”** instead of serving and adding value to the clients we have. - **Sell you high priced or complicated investment products** that are designed to enrich others at your expense. - **Earn a cent in commissions** (_because we’re fee-only_). Firm Location ## Professional Details Advisor CRD# 7819479 Fiduciary Yes — acts in your best interest Compensation Assets Under Management (AUM) • Flat Fee • Hourly Fee Designations Accredited in Business Valuation Certified Public Accountant Chartered Financial Analyst ## Investment Information Assets Under Management $8M ## Company Profile Company Size Est. 2023 Resources [Blog →](https://zenikiwealth.com/financial-library/) ## Practice Focus Specialties - Holistic Financial Planning 25% - Portfolio Management 20% - Estate Planning 15% - Family Business Planning 15% - Alternative Investing 10% - Tax Planning 10% - Trust Services 5% Preferred Client Type - Business Owners 25% - High Net-Worth Individuals 20% - Retirees 20% - Family Office 15% - Dentists 10% - Athletes/Entertainers 5% - Medical Doctors 5% ## Education Education **University of Florida** **University of South Florida** Previous Work Experience **Family Office** ## About Me Hobbies & Interests Animals and Pets Basketball Chess Football Gardening Hiking Reading Running/Jogging Tennis Weight Lifting Favorite Sports Teams Florida Gators Tampa Bay Buccaneers Tampa Bay Lightning ### Contact Information Email Advisor Thanks! Your message has been sent. [(386) 290-8278](tel:3862908278) Address 3319 W Swann Ave, Tampa, FL 33609, USA ### At a Glance AUM $8M Founded 2023 ### Links [Website](https://zenikiwealth.com/) SEC Form ADV Not provided Form CRS Not provided [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/7819479) ### Connect [LinkedIn](https://www.linkedin.com/in/kyle-schlossman-79124b5/) [Facebook](https://www.facebook.com/profile.php?id=61560178046008) [Instagram](https://www.instagram.com/zenikiwealth/) --- Source: https://financialadvisors.com/advisors/kyle-schlossman/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json