Kyle graduated Cum Laude from the University of the Pacific with a Bachelor of Science Degree in Business Administration. While attending the University of Pacific, Kyle was a member of the NCAA University of the Pacific Tigers baseball team where he earned West Coast Conference All-Academic honors. Shortly after college, Kyle began studying for his licenses and upon passing joined the Granite Wealth Management Team.
Kyle focuses his process around his clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Kyle works first to determine a client’s objective and works backwards to determine an investment solution.. Kyle is passionate about helping clients invest for the future, but also being a collaborative advisor with all aspects of his client's financial lives. Working as an independent LPL Financial Advisor, Kyle and the Granite Wealth Team have the scale, tools, and resources to provide independent financial advice.
In his free time, Kyle is involved in the Leadership Modesto program and helps sits on the finance committee for the First Tee of Central Valley. He is an avid golfer, snow-skier, and sports fanatic. On spring afternoons, you can find him on the baseball field at a local high school where he is an assistant coach.
Licenses and Registrations:
Series 7 - held with LPL Financial
Series 63 - held with LPL Financial
Series 66 - held with LPL Financial
Life Insurance CA license insurance lic. # 0K79796
GETTING TO KNOW KYLE
Favorite meal: Tri tip with mashed potatoes and green beans with bacon
Best piece of financial advice received: “Be greedy when others are fearful and fearful when others are greedy.” Warren Buffet
Favorite quote: “Games are won by players who focus on the playing field - not by those whose eyes are glued to the scoreboard.” Warren Buffet
Hidden talent: A mean ping pong player
Favorite TV show: Narcos
Favorite book: To Kill a Mockingbird
Favorite movie: Forrest Gump
Favorite holiday: Thanksgiving
Something on Kyles dream (or bucket) list: Watch an MLB baseball game in every MLB stadium in the U.S.
Place Kyle would most like to visit: Normandy and all of its WWII historical locations
Biggest accomplishment: Never missing a game or practice while playing four years of NCAA Division 1 Baseball