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Kyle Holdsworth

Kyle Holdsworth

Financial Consultant

Kyle Holdsworth embarked on his financial planning journey in 2020 with Fidelity Investments in Denver, CO. Serving as a 401k Specialist and Planning Consultant, Kyle honed his expertise in navigating the intricate details of 401k plans.

Upon returning to his roots in Northeast Ohio, Kyle transitioned to Fidelity’s Cleveland office as a Financial Consultant. Here, his focus shifted towards providing comprehensive financial planning services, crafting personalized retirement and investment strategies aligned with his clients' values. In 2023, Kyle joined Lakeside Financial Partners as a Financial Consultant, driven by a commitment to build upon the team's established success, tradition, and guidance.

Kyle's client-centric approach is grounded in the belief that time is the most valuable commodity. He understands that clients aspire to spend their time with loved ones, pursuing passions, or exploring new horizons. With meticulous attention to detail, Kyle takes pride in his planning process, striving to empower clients to achieve their goals and foster partnerships built on trust and collaboration.

Outside of his professional endeavors, Kyle leads an active lifestyle. He serves as a snowboard instructor for Vail Resorts at Boston Mills and coaches baseball at Walsh Jesuit High School. A passionate competitive runner, Kyle challenges himself in races across the country. In 2020, he organized "Dash For Donations," a half marathon race that raised over $10,000 for Cleveland Clinic's Velasano cancer fundraising initiative. Committed to leaving a positive impact, Kyle remains engaged in activities that resonate with his values, community, and faith.