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.
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 and obtained the Chartered Special Needs Consultant (ChSNC®) designation late in 2024.
Currently living in San Francisco, CA, Kyle enjoys traveling, rooting for the 49ers, waterskiing, snowboarding, and meeting new people.
