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
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. 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 I want to talk about charitable giving and ways you can utilize your […]
Kyle Stacey, CFP® explains what it means to rebalance your investment portfolio and how portfolio rebalancing benefits your overall financial standing in the long run. Transcript: So today’s topic, I wanted to talk about portfolio rebalancing as well as how that affects your portfolio and how to keep the integrity of your portfolio. So when […]