Certified Financial Planner™


Kyle graduated from San Diego State University in 2021 with a Bachelor of Science in Financial Services, completing the course requirements to earn his Certificate in Personal Financial Planning. While attending school, he served as President of the San Diego State Financial Planning Association (FPA). He passed the CERTIFIED FINANCIAL PLANNER™ exam in March 2022 and now holds the CFP® certification. Prior to joining Pure, Kyle was an intern at a fee-only investment advisory firm located in Irvine, CA. He takes pride in working on a team that collaboratively works to find optimal solutions and put clients’ needs first.

Kyle grew up in Cypress, CA, and is a proud Eagle Scout. In his free time, he enjoys being outdoors and soaking in the San Diego sunshine as an avid surfer and fisherman. He used his passion for boating and being on the water to pass the exam and experience requirements to be a United States Coast Guard Licensed Captain in the Fall of 2020.