Vice President

Kyle Castner, CFP

Kyle Castner is a Regional Vice President for Succession Capital Alliance (SCA) covering the Central and Southeastern regions. He is responsible for providing expertise on advanced life insurance planning and premium financing as well as building strong relationships with the top producers in his region. Kyle has a comprehensive understanding of advanced financial plans and is a CERTIFIED FINANCIAL PLANNER™. He delivers consistent white-glove service to advisors and their most valued clients.

Prior to joining SCA, Kyle spent several years at Goldman Sachs as a Wealth Manager with a team who managed a multi-billion-dollar book of business. Before his wealth management career, Kyle spent a few years as a Capital Markets Associate in New York City which helped shape his extensive knowledge of market dynamics.

Outside of the office Kyle spends his time as a regional leader for the Juvenile Diabetes Research Foundation (JDRF) who helps organize events and fundraisers to help families and children impacted by the diagnosis of type 1 diabetes. Kyle has lived with diabetes since the age of 7 and has a passion for bringing hope to families in similar situations. In college, Kyle was a team captain for the Columbia University Football Team. He was recognized as an All-Ivy-League Athlete, received the team’s Most Valuable Offensive Player award, the Academic-All-Ivy credential, and graduated with honors. Kyle currently lives in Dallas, TX and is passionate about sports, fishing, golf, his family and Goldendoodle, Duncan.