Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
Kyle Stacey is a CERTIFIED FINANCIAL PLANNER™ professional with Pure Financial Advisors. Kyle graduated from San Diego State University, earning his BA in Financial Services and received the SDSU Personal Financial Planning Certificate.
Kyle works directly with clients to help them accomplish their financial goals specifically pertaining to the areas of retirement planning, tax planning, cash flow analysis and investment management. It is Kyle’s belief that money isn’t everything but rather a tool and a means to something.
Prior to joining Pure Financial Advisors, Kyle worked for a local Wealth Management firm that focused on investment strategies and alternative investments.
During his free time, Kyle enjoys playing golf – he’s a scratch handicap! Most importantly, he also enjoys spending time with his wife and kids as family and friends are really what make life so enjoyable. Kyle desires to be surrounded by positive influences who enjoy living the best way they see fit and not being bound by the molds of traditional lifestyles.
Kyle's Latest Contributions
Will their $5 million nest egg get them to ages 85 and 100? Pa and GiDi are 65 and 60 and retiring now. As they consider moving to the no-income-tax state of Nevada in retirement, they have some decisions to make: should Pa take Social Security before age 70? How should they bridge the gap until Social Security? And most importantly, how can they minimize their taxes in retirement – should they wait to do Roth conversions until after the move? That’s on this bonus episode of Your Money, Your Wealth®, aka YMYW Extra. While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, YMYW producer Andi Last enlists the help of senior financial advisor Kyle Stacey, CFP® from Pure Financial Advisors in San Diego, California.
We understand the concerns that come with retirement, particularly the fear of running out of money, can keep you up at night. Pure’s Financial Planner, Kyle Stacey, CFP®, AIF®, provides practical strategies to navigate inflation and the rising cost of living. His aim is to help you thrive, not just survive, in retirement. He discusses: […]
Do you think you’re ready to make one of the biggest financial decisions you’ll ever make? Pure’s Financial Planner, Kyle Stacey, CFP®, AIF®, provides insight into the history of Social Security, important changes in 2023, spousal benefits, survivor benefits, taxation and how to make the most of your Social Security payments. Outline 00:00 – Intro […]
