Kyle grew up in San Jose, California but also resided in Portland, OR, Pittsburgh, PA, Canada, and Boston, MA. In 2015, he obtained a degree in Finance while concurrently playing Division 1 hockey for Merrimack College, Boston – the Athens of America.
Kyle spent the first 26 years of his life dedicated to the sport he loves and pursuing the dream of becoming a professional hockey player in the NHL. That goal came with countless hours of practice, traveling, sacrifice, injuries, and most of all, dedication.
He switched careers in 2016 to become a financial professional and over the next few years added Series 24, 66 and 7 FINRA registrations. Just like in hockey, life is full of uncertainties. In hockey, Kyle learned to navigate play to play, game to game, and across his career with dedication, diligence, and determination.
Kyle translated the dedication of his training as a professional hockey player to how he coaches his clients through their financial goals and the many uncertainties in life. His objective is to be a member of their financial team to help them with their financial well-being through education of financial strategies and services, in a holistic, team-based approach.
Kyle lives in San Francisco with his wife Kelly, and enjoys traveling, playing golf, watching sports, and having a good time with friends and family. Kyle holds Series 24, 66 and 7 FINRA registrations.
California Insurance License #0M17060
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.
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