Kyle P. Schneider - ChFC®, CFP®
As a Certified Financial Planner™ professional, Kyle works closely with his clients to help make important life decisions and plan for the future.
Focused on your success
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.
Education & Experience
- Graduate of Cal Poly, San Luis Obispo
- Began his career in 1997
- Series 7
- Series 66
- Licensed health and life insurance agent
Credentials
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Mutual Fund Counselor℠
We do things the old-fashioned way. We take a lot of time to get to know the people we meet with, so we can give custom advice in all 5 areas of the financial planning process.
Family & Community
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.
Favorite food: Italian
Favorite music: Billy Joel and country music
Favorite holiday/travel destination/something you like to celebrate: We spend a week as a family in Utah fishing every year, it is a great way to unwind and spend quality time with the family.
