Client Advisory

Biography

Kyle is an Associate in the Santa Barbara office. As a member of the firm’s Wealth Management practice, he works closely with advisors and clients to provide goals based financial planning, supporting fellow advisors and ensuring an excellent client experience.

Prior to joining Cerity Partners, Kyle was an Associate at West Coast Financial in Santa Barbara.

In his spare time, Kyle enjoys playing beach volleyball, raft guiding, and taking backpacking trips with his fiancé.

Education

  • B.S. in Finance from Oregon State University.

Highlights

  • Investment Adviser Representative (IAR)

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