Kyle Daniels

Financial Advisor

Kyle Daniels is from the Bay Area and graduated from California Polytechnic University, San Luis Obispo. He became a financial advisor because of his passion for helping people achieve their goals. Kyle obtained the Chartered Financial Consultant (CHFC) designation and maintains his Series 7 and 66 FINRA registrations.

Kyle has the privilege of helping his clients with their comprehensive financial planning needs – specifically planning for retirement, investments and risk, and financing an education plan. Additionally, he focuses on Special Needs financial planning. As the older brother of a young man with Autism, he is fiercely passionate about serving this community.

Currently living in San Francisco, CA, Kyle enjoys traveling, rooting for the 49ers, waterskiing, snowboarding, and meeting new people.

California Insurance License #0M37792

Check the background of this investment professional on FINRA’s BrokerCheck.

Kyle Daniels