Kyle Clark, CFP®

Kyle is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER® professional at Gerber Kawasaki. Born in Sacramento, Kyle received his dual degree in economics and political science, along with a minor in philosophy, from Loyola Marymount University. Early on, he was drawn to finance and the potential it offered to enrich lives, seamlessly merging his interests in economic structures with personal financial empowerment.

Building on his academic achievements, Kyle began his career with a venture capital group in San Diego. Here, he gained valuable experience working with founding members of start-ups, individual investors, and experienced entrepreneurs. This exposure honed his expertise, particularly in the areas of company stock options and retirement planning, and led him to pivot toward individual financial planning.

Kyle specializes in advising young, successful families, individuals with company stock options/equity-based compensation, those looking ahead to retirement, and emerging business owners. He also has a keen interest in working with clients in the technology space and understanding the unique financial challenges and opportunities that this sector presents. His focus is on making high-quality financial planning accessible, aiming to provide tailored solutions that meet the unique needs of each client. By establishing meaningful relationships with his clients, Kyle is better able to guide them through the complexities of financial decision-making, ensuring that their investment strategy aligns with their life goals.

In addition to his advisory role, Kyle is actively involved in community outreach through his alma mater, taking pride in giving back to a community that was foundational to his own development. His commitment to continuous learning and client empowerment reflects the ethos of Gerber Kawasaki, marrying traditional financial advising with modern approaches.

Outside of his professional responsibilities, Kyle enjoys a balanced life filled with pick-up basketball and soccer. He also values time spent with friends and family, understanding that financial well-being is just one part of a fulfilling life.

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Designation Disclaimers

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

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Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

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https://www.finra.org/investors/professional-designations/cfp