Kyle P. Schneider

As a Certified Financial Planner™ professional, Kyle works closely with his clients to help make important life decisions and plan for the future.

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Kyle has established himself as a trusted wealth advisor through his expertise in meeting the needs of a select group of families. He embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.

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Kyle began his career in 1997. He is a graduate of Cal Poly, San Luis Obispo, and holds his bachelor’s degree in business with a finance concentration and an economics minor. He earned his Certified Financial Planner™ and Chartered Mutual Fund Counselor℠ designations through the College for Financial Planning, and his Chartered Financial Consultant® designation through The American College. He holds the Series 7 and 66 securities registrations and is a licensed life/health insurance agent.

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Kyle devotes his time and resources to his local church, boys’ sports activities, and various charities. Kyle was born and raised in Ohio. He moved to southern California over 20 years ago and lives in Yorba Linda with his wife, Carisa, and two sons, Nathan and Adam.