Certified Financial Planner™
Accredited Investment Fiduciary
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! 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
Once you reach the age of 72, by law you must begin taking required minimum distributions (RMDs) from your retirement accounts. Due to the number and complexity of the rules around your RMD, it’s easy to make a costly error. In this video, Kyle Stacey, CFP® explains 5 of the most expensive RMD mistakes and […]
Kyle Stacey, CFP® explains the difference between asset allocation and asset location, and how they work together in your investment portfolio. Transcript: So today we’re going to talk about asset allocation and asset location, and how those two intertwine and can be used in conjunction with each other. So asset allocation is going to be […]
There are so many non-profit causes worthy of your charitable gifts. You can donate to charity from your investments rather than writing a check! In this video, Kyle Stacey, CFP® outlines 3 planned giving strategies that will save you money on taxes, allowing you to stretch your donations to charity even further. Transcript: So today […]