Kaleo works as a Client Services Specialist at the San Diego office. He assists and supports the Client Services team and Pure’s Advisors to ensure all client needs are met. Kaleo received his Bachelor’s of Science in Finance from California State University, San Marcos in 2022. He plans to study to take the CFP exam in the future.

In his free time, he loves going to the gym, spending time with family and friends, and golfing.