Kyle S. Plotkin is a financial advisor and investment advisor representative at Franklin Retirement Solutions. Since joining the firm in 2012 as Client Services Manager, Kyle has steadily advanced through the ranks to become a key member of the advisory team. Today, he focuses on helping clients evaluate and manage their portfolios while planning for future needs as both life circumstances and market conditions evolve.
Known for his analytical mindset and big-picture thinking, Kyle plays a central role in managing several of Franklin Retirement’s investment portfolios. He also maintains active relationships with both new and longtime clients, offering guidance tailored to each individual’s goals and risk tolerance. In addition, Kyle serves as the firm’s in-house annuity specialist. He also works extensively with federal employees, helping them understand and optimize their unique retirement benefits.
He holds a Series 65 securities license and a Pennsylvania life insurance license. A graduate of the University of Maryland, Kyle double-majored in Marketing and in Logistics, Transportation & Supply Chain Management. A dedicated market observer, he closely follows current events—especially those with economic or financial implications.
Originally from Warminster, Kyle now lives in Montgomeryville with his wife, teenage stepson, and two cats. A lifelong hockey enthusiast, he has spent decades both playing and officiating the sport. Outside the office, he enjoys golfing, listening to an eclectic mix of music, and debating current events.