We are SEC-licensed fiduciary advisors (only about 20% of advisors hold this license) that are
legally bound to do only what is in our client's best interests. We don't get paid any different
based on the investment recommendations we make. Along with wealth management and retirement
planning, we are a one-stop shop offering Mortgages, Real Estate Brokerage, Insurance, Medicare
Supplements, Trusts/Estate Planning, and more. We have offices here and in New York City.
We look forward to inviting you in for a free consultation and investment or retirement plan. We aim to get to know our clients and create customized solutions based on your goals and risk tolerance. We like to help everyone and have built San Diego's fastest growing wealth management firm off of happy client referrals. Our office is a family-friendly office built on acting with integrity and transparency.
|Firm Start Year:||1990|
|States Licensed in:||California, Indiana|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, At my office, At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Annuity, Health, Life|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||0|
|Compensation Methods:||Based on Assets|
|Additional Details on Charges:||No fees on annuities to me or the company|
|Bachelor's - Political Science, Kelley School of Business||
Indiana University - Bloomington, IN
|Juris Doctorate (J.D.) - Contracts, Corporate Law||
California Western School of Law - San Diego, CA
Kyles passion for investing and retirement planning led him to a career as a Financial Advisor. After finishing his degree at Indiana University where he got business education from the Kelley School of Business (#19 in the country with notable alumnus Mark Cuban), he moved to San Diego 14 years ago. He then graduated with his J.D. from California Western School of Law where he focused on business and contractual law. Kyle pursued a non-traditional legal career, spending 10 years in Advertising and Marketing developing campaigns for Fortune 500 companies on down to start-ups. Hes worked on multi-million dollar campaigns including the Chargers, World Cup, and the Indianapolis 500. Hes also helped build companies from concept to funding. In his free time, you can find him chasing tennis balls at Coronado dog beach with his dog Kenai.
Kyle loves the challenge of finding the optimal strategy for each individual client at Copley. He looks forward to creating financial freedom for his clients so that they may enjoy their best life.
Financial Advice & Consulting
I am an SEC-licensed fiduciary advisor legally obligated to do what is in my client's interests only. Id like to set up a time to discuss your unique situation, get to know your goals, and risk tolerance. This will help me craft a complimentary, customized plan that includes investment recommendations, Social Security Maximization, and a Retirement Compass to look at how to meet lifetime goals and projections. I also include a section called Annuities 101. I have some returning 6-8% with no risk. I look forward to meeting you!
Awarded by Gradient Investments
San Diego Business Journal recognized as faster growing wealth management firm in San Diego
Awarded to Copley Financial Group