David Kyle

David Kyle is a dedicated individual with a passion for financial advising and establishing long-lasting relationships to provide honest guidance to individuals and families, aiming for rewarding lives in the community.

David holds a B.S. in Finance from San Diego State University, graduated in May 2019, and was actively involved in the Finance & Investment Society (FIS) serving as the Vice President and VP of Marketing.

In 2020, David passed the FINRA Securities Industry Essentials (SIE) exam and successfully completed the CFA Institute Investment Foundations program.

Continuing his professional development, in January 2021, David enrolled in the Personal Financial Planning certificate program at UCLA Extension with the goal of becoming a Certified Financial Planner (CFP).

David has achieved notable certifications, including passing the Series 7 exam in May 2021 and the Series 66 exam in June 2021.

David's educational background includes studying Certificate, Personal Financial Planning at UCLA Extension, a Bachelor of Science in Finance with a 3.43 GPA from San Diego State University, and an Associate's degree in Business with a perfect 4.0 GPA from the College of Southern Nevada.

With a diverse professional experience, David has worked as a Financial Solutions Advisor at Bank of America Merrill Lynch, previously as a Relationship Banker at Bank of America, Vice President at SDSU Finance & Investment Society, Merchandise Manager at Adelitas Way, and held positions in the hospitality industry at TAO Group and Hard Rock Hotel & Casino in Las Vegas.