Financial Advisor, Owner
Whether you are saving for future college expenses, managing your own investment portfolio or are preparing for retirement in today’s ever changing economic conditions, Kyle is fully committed to helping you navigate where you want to go.
Education & Affiliations
California State University Channel Islands
Securities Licenses: Series: 6, 63, 65
California Insurance License #OL84404
Although I came onboard in 2016, I've been around this business my entire life. When my dad asked me to join the firm, I accepted the offer to maintain his reputation and further his legacy. The challenges and barriers to entry were not at the forefront of my mind when I signed on. From the outside looking in, my dad made his career look easy. It wasn’t until I immersed myself did I realize the hardships ahead. After I graduated college, I started studying for my financial licenses while working full time. Once I got licensed, I learned firsthand how my dad has conducted business throughout his career; do the right thing even when it costs you money, help people when it doesn't make you money, don't increase your lifestyle when you make more money, always show up even when you don't want to, call people back the same day, and keep it simple. I didn't join this firm to reinvent the wheel. My dad built this firm on sound principles, and it's been an honor to learn and build upon his foundation.
Rooted in California. With You Across the Nation
Proudly Serving Our Community
For nearly four decades now, we’ve been lucky enough to serve our community and give back to its people at the same time. You see a portion of all company revenue gets donated to local activities and fundraising to help support those in our amazing community.
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