Contact Information
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
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 […]
How to Save for Education: 529 Plan, Coverdell, Prepaid Tuition & More | College Planning Strategies
Should you use a 529 plan, Coverdell, prepaid tuition, or a brokerage account to pay for college? Learn the various ways to save for education for your kids and grandkids, the pros and cons of each, and strategies to make the most of your college savings. Transcript: Andi: Thank you all for joining us on […]
Spitballing retirement for a police officer turning teacher, a self-employed small business owner, an early retiree with an employee stock ownership plan (ESOP) wanting to do Roth conversions and withdraw 5 or 6% in retirement, and a pension and Social Security analysis. Plus, how many months of expenses should you save in your emergency fund? Also, you may know where Ric Edelman and Dave Ramsey stand on 15 vs. 30-year mortgages and using cash vs. credit, but what does YMYW think? Kyle Stacey, CFP® fills in with Big Al Clopine while Joe Anderson is on vacation.
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