Kyle is an Investment Advisor Representative at Gerber Kawasaki. He was born and raised in Sacramento, California and had early aspirations of working in finance.
Always with a passion for learning, he graduated with a dual degree from Loyola Marymount University, earning a bachelor's in economics and political science while also minoring in philosophy. During his time as an undergraduate, Kyle was the president and a member of the Sigma Phi Epsilon fraternity. He continues to be an active alumnus by giving back to the community that was incredibly instrumental to his development as a leader.
After his time at LMU, Kyle began his career at a venture capital group in San Diego, California. During his time in the private investment space, he collaborated with founding members, individual investors, and prominent business owners. With his financial experience, he realized that he wanted to bring this powerful knowledge to individuals that would significantly add value to their lives, regardless of how much money they have to invest.
Kyle's mission is to empower clients with the tools and confidence to navigate a complex financial world. He seeks to provide real value for his clients through educating and simplifying financial concepts that make their investing experience exciting and enjoyable.
In his free time, Kyle enjoys playing pick-up basketball and soccer and well as spending time with friends and family.
Designation Disclaimers
The Certified Digital Asset Advisor designation is awarded to financial professionals who have taken and passed the required coursework around cryptocurrency and digital asset education through the issuing organization, PlannerDAO. Certified Digital Asset Advisors are educated in both the traditional and digital financial world. An advisor who has obtained the CDAA has a fiduciary responsibility to be knowledgable and understand how all aspects of the financial world play a role in a client's life.
Certified Digital Asset Advisors are educated in both the traditional and digital financial world and have completed coursework on cryptocurrency, blockchain technology, and decentralized finance. Designation training requirements include a 12-hour training course, online exam, and continued education of 12-hours of CDAA-approved coursework-including a minimum of 2 hours of compliance education.
https://www.finra.org/investors/professional-designations/cdaa