Ethan Fales CFP®
Ethan is the Investment Strategist of Kyros Private Wealth. Young, driven, and determined, Ethan is dedicated to providing clients with the utmost personal attention and care in everything he does. His role is primarily research-driven, focusing on capital markets, market trends, asset allocation, and portfolio implementation. He works closely with Bill in implementing and managing customized investment portfolios to reflect a client’s unique needs, time horizons, and priorities, including cash flow needs, wealth transfer, estate and tax planning. Ethan’s commitment to exceptional service and consistent communications are key to building long-term, multi-generational relationships.
Prior to Kyros Private Wealth, Ethan was a Wealth Strategy Associate at UBS Financial Services Inc. – working with Bill and team at The Clegg Group. Ethan graduated from Florida Gulf Coast University with a Bachelor of Science in Finance, and a concentration in Financial Services. Ethan was an intern with the Clegg Group at UBS for two years prior to becoming a Client Service Associate. Ethan’s optimistic attitude, organizational skills, and exceptional work ethic provide him with the values needed to be successful in the world of personal finance
In his free time, you can find Ethan fishing and training in mixed martial arts. He also enjoys traveling and spending time with his family and friends.