Thomas Kyle, CFP®, CBDA

• Thomas Kyle is a CERTIFIED FINANCIAL PLANNER™ professional who helps U.S. expats and Americans living abroad navigate the financial complexity of life across borders. He works with clients managing multiple tax systems, currencies and competing priorities, bringing tax, investment and estate considerations into a clear, coordinated plan. His goal is to reduce stress and help clients make confident decisions at every stage of life.

• Originally from the United Kingdom and based in the United States for more than a decade, Thomas brings firsthand insight into the expat experience. He began his career in the financial services industry before transitioning into a planning-focused advisory role, where he works with clients navigating complex cross-border considerations. He earned a B.S. in Finance while competing in NCAA Division I tennis and holds the CERTIFIED FINANCIAL PLANNER™ designation.

• Thomas believes great planning starts with understanding the life a client wants, not just the numbers. He is known for translating complex cross-border considerations into practical, actionable steps and a structured planning process clients can revisit over time. He values collaboration and long-term relationships, helping clients stay organized, proactive, and aligned as circumstances change.

• Thomas lives in Redondo Beach and values the close-knit South Bay community, enjoying life there with his wife, Danielle, and their Maltipoo, Winnie. Outside of work, he enjoys staying active, traveling, and connecting with people from diverse backgrounds. He also gives back through volunteer efforts and local community initiatives.

Client Testimonials:

•  “My husband and I are extremely happy working with EP Wealth Advisors. Both Clay and Thomas keep us informed and updated with our portfolio and trends in the market. They frequently reach out letting us know of any changes and we meet with them regularly in person and via zoom. We are both retired and our advisors have refined our spending so that we can look forward to a secure future for many years to come. We highly recommend this exceptional group of financial experts.” (1) - Carine T., Client, 3/27/2026 
•  “Thomas Kyle is an outstanding CFP — knowledgeable, reliable, and exceptionally accommodating. He is always easy to reach, provides accurate information, and makes clients feel comfortable. Above all, he knows his craft and consistently delivers excellent guidance. Truly an expert in his field!” (1) - Nila G., Client, 3/27/2026