Financial Planning Associate
Education &Biola University, B.S. Financial Management
Before joining the financial planning team at EP Wealth Advisors, Kyle attended Biola University and received a Bachelor's Degree in Financial Management. During his time in school, he was able to gain experience through positions in the data analytics and finance industries. Along with this, Kyle played basketball for two years in college. Through these opportunities, he realized that helping people with their finances was something he was passionate about. He is currently working towards obtaining his CFP in 2020. When he's not at the office Kyle enjoys staying active and going to the beach.