Kyle Soscia brings more than 10 years of experience in the financial services industry; many of those years have been spent crafting holistic financial plans for his clients. Kyle got his start working for a large firm providing financial education, this is where he developed a passion for helping clients navigate retirement. Since then, he has worked for a few advisory groups throughout the years where he focuses on investment planning, retirement planning, tax planning as well as risk management.
Kyle graduated from California State University, Long Beach, earning his BA in Finance. To further his financial planning skills, Kyle received his CFP®️ (Certified Financial Planner) designation in 2021, a top industry designation. He also holds his Life, Health, and Disability Insurance License and Series 66 and 7 Licenses.
Outside of work, Kyle likes to slow down and enjoy life. He has known his wife, Cherie, since high school and they are focused on their growing family. Kyle has a 2-year-old daughter with another baby girl due in late 2024. When Kyle isn’t on dad duty or working on the house, you can usually see him on the golf course or staying active in the gym.
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