Kyle Clark, CFP®

Kyle Clark is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional at Gerber Kawasaki Wealth & Investment Management. Based in Los Angeles, he specializes in comprehensive financial planning for young professionals, successful families, individuals with company stock options or equity compensation, and emerging business owners. Kyle has a particular passion for working with clients in the technology sector, helping them navigate the unique financial opportunities and challenges inherent to the industry.

Kyle’s enthusiasm for technology has enabled him to deeply understand and connect with tech-sector clients, empowering them to leverage innovative tools and cutting-edge strategies to achieve their financial objectives. In addition to being an advisor, he is also the Director of Data Management for the firm, where he implements technological advancements to enhance operational efficiency and client experience, ensuring the highest level of service and personalized attention.

Kyle takes pride in his ability to build strong, meaningful relationships with his clients, understanding their individual goals and guiding them through complex financial decisions. His hands-on experience with equity compensation, stock options, retirement planning, and wealth accumulation enables him to craft highly personalized strategies. By deeply understanding his clients’ financial lives, Kyle ensures that each planning recommendation is tailored specifically to their unique needs and aspirations.

Originally from Sacramento, Kyle earned a dual degree in Economics and Political Science, along with a minor in Philosophy, from Loyola Marymount University. From an early age, he was drawn to finance as a means to help others build long-term financial security, combining his academic interests in economic systems with a passion for personal financial empowerment.

Kyle began his career at a venture capital group in San Diego, where he gained extensive experience working with start-up founders, private investors, and seasoned entrepreneurs. This background deepened his expertise in equity-based compensation and retirement planning, ultimately leading him to pursue a career in individual financial advising.

At Gerber Kawasaki, Kyle is dedicated to providing high-quality, personalized financial planning. His approach emphasizes proactive communication, ongoing education, and client empowerment. Whether helping clients understand their stock options, prepare for retirement, or grow their wealth, Kyle brings a thoughtful, strategic, and empathetic mindset to every interaction.

In addition to his advisory work, Kyle remains involved with his alma mater and actively gives back to the community that shaped him. He is a strong advocate for ongoing education and financial literacy.

Outside of work, Kyle has a passion for Brazilian Jiu-Jitsu and soccer, and enjoys spending time with friends and family. He believes financial well-being is just one part of living a meaningful and balanced life.

Designation Disclaimers

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

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Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

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https://www.finra.org/investors/professional-designations/cfp