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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.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19
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