top of page

Kyle Clark, CFP®

Investment Advisor Representative

icons8-secured-letter.gif
icons8-phone-ringing.gif
icons8-linkedin-2.gif
icons8-twitter.gif
kyle-clark

BIO

Kyle is an Investment Advisor Representative and Certified Financial Planner™ at Gerber Kawasaki. Born in Sacramento, Kyle received his dual degree in economics and political science, along with a minor in philosophy, from Loyola Marymount University. Early on, he was drawn to finance and the potential it offered to enrich lives, seamlessly merging his interests in economic structures with personal financial empowerment.

 

Building on his academic achievements, Kyle began his career with a venture capital group in San Diego. Here, he gained valuable experience working with founding members of start-ups, individual investors, and experienced entrepreneurs. This exposure honed his expertise, particularly in the areas of company stock options and retirement planning, and led him to pivot toward individual financial planning.

 

Kyle specializes in advising young, successful families, individuals with company stock options/equity-based compensation, those looking ahead to retirement, and emerging business owners. He also has a keen interest in working with clients in the technology space and understanding the unique financial challenges and opportunities that this sector presents. His focus is on making high-quality financial planning accessible, aiming to provide tailored solutions that meet the unique needs of each client. By establishing meaningful relationships with his clients, Kyle is better able to guide them through the complexities of financial decision-making, ensuring that their investment strategy aligns with their life goals.

 

In addition to his advisory role, Kyle is actively involved in community outreach through his alma mater, taking pride in giving back to a community that was foundational to his own development. His commitment to continuous learning and client empowerment reflects the ethos of Gerber Kawasaki, marrying traditional financial advising with modern approaches.

 

Outside of his professional responsibilities, Kyle enjoys a balanced life filled with pick-up basketball and soccer. He also values time spent with friends and family, understanding that financial well-being is just one part of a fulfilling life.

Designation Disclaimers

 

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

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.

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.

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

MEDIA

March 27, 2023

Bitcoin Tops $28K

Inheriting an IRA can be a complex and costly process if not approached carefully. Seeking guidance from a financial advisor or tax professional can help you avoid mistakes and make the most of your inheritance. The distribution rules for an inherited IRA vary depending on the beneficiary's relationship with the original account owner - check out how it can vary!

June 24, 2022

Semiconductors

Investment Advisor Kyle Clark joined TDA’s Trading 360 for a panel on the semiconductor space. Although semiconductor stocks have been hit hard due to inflation and the war in Ukraine, Kyle remains optimistic and sees this as a great opportunity to invest in companies such as Nvidia and AMD. Watch the full interview to learn more!

July 27, 2022

Here’s what the Fed’s latest interest rate hike could mean for Californians

"Within California, the real estate market is caught between a rock and a hard place," cited Financial Advisor Kyle Clark in a statement to the Sacramento Bee. We are continuing to see a lot of people backing out of the housing markets with increasing rates and little change in pricing.

July 29, 2022

Apple Earnings

Investment Advisor Representative Kyle Clark joins TD Ameritrade to give his key takeaways from the earning report released by Apple yesterday. He sees Apple as a must own for long term investors looking to accumulate wealth and puts forward a strong case as to why they will continue to thrive. Watch the full interview to learn more!

May 20, 2022

TikTok Plans Big Push Into Gaming

Investment Advisor Kyle Clark joins Cheddar News for a conversation around TikTok. The social media giant is reported to be making a big push into the gaming space. With $1.6 Billion active monthly users, Kyle believes that TikTok has a huge advantage if they are truly serious about getting into this space. Watch the full interview to learn more!

bottom of page