Kyle Chapman, CFP ®

Kyle Chapman has over 8 years of experience providing holistic financial advice. Kyle graduated from California State University, Fullerton where he earned his BA in Business Finance.

Thereafter, Kyle started as a financial advisor with various Advisory Groups over the years where he specialized in analyzing clients’ financial situations, then educating them about solutions such as retirement, risk management, college planning, investments, tax planning, etc. He also helped hire and train new advisors along the way.

Kyle prides himself on providing a high level of service while abiding by the ethical fiduciary standards as a financial professional. He received his CFP® (Certified Financial Planner) designation in 2019 and he currently holds the series 6, 63, and 7 licenses. He also holds his series 66 license as an Investment Advisor Representative (IAR). Finally, he has his Life, Health, and Disability Insurance License which allows him to provide advice on various insurance solutions.

Outside of being a financial planner, Kyle enjoys exercising, snowboarding, scuba diving, traveling, cooking and sports. He likes to live an active lifestyle while always making time to spend with family.

‍