Kyle’s Approach
Kyle A. Foito
CFP®
Financial Advisor / Member Owner
Overview
Kyle Foito is a financial advisor at our Guilford, Connecticut, office, where he focuses on comprehensive financial planning and investment management. A CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in numerous areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, corporate retirement planning, business succession planning, and advanced investment strategies.
He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm. He previously served as a wealth advisor at Exencial where he worked closely with individuals and families to build long-term strategies centered on goals, cash flow, and investment discipline. Before Exencial, he held a wealth advisor role at Fidelity in New Haven, Connecticut, partnering with clients to develop integrated financial plans tailored to their needs.
Kyle earned a bachelor’s degree in economics from East Carolina University in Greenville, North Carolina. Beyond his client work, he enjoys snowboarding, traveling, and lifelong learning. He and his wife Danielle live on the Connecticut shoreline with their Bernese mountain dog, Okee.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- East Carolina University
Bachelor of Science in Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Rebalancing: The Simple Habit That Keeps Your Investment Blueprint on Track
Rebalancing keeps your portfolio aligned with your plan. Learn how it may help manage risk, soften downturns, and…
Savant CEO Talks AI Investment and Employee Ownership on InvestmentNewsTV
Savant CEO Brent Brodeski talks AI investment and employee ownership with InvestmentNewsTV live from the Nasdaq.
Cedarstone Advisors Partners with Savant Wealth Management
Savant Wealth Management partners with Cedarstone Advisors, expanding its California presence and financial planning resources for retirees.
Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management
Watch the video "Tax Strategies for High-Net-Worth Investors" to learn expert strategies on taxation. Get practical tips from…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.