Kyle Quinn is a managing partner at Mariner Wealth Advisors where he oversees the firm’s West Coast offices. Kyle specializes in providing comprehensive wealth management solutions for business owners, executives and successful families, and he serves on the national leadership council, collaborating with internal leaders in providing strategic direction to the firm.
Kyle has more than 25 years of financial services experience. Prior to joining Mariner Wealth Advisors, Kyle worked at various CPA firms, where he developed a wide range of custom wealth solutions for clients that incorporated financial planning, retirement planning, tax planning and estate planning.
Kyle has a bachelor’s degree in economics from California State University at Long Beach. He has earned the Certified Financial Planner™ professional, Chartered Life Underwriter (CLU®) and Certified Divorce Financial Analyst (CDFA™) designations. He has passed the Series 6, 7, 26, 63 and 65 exams, and also maintains his Life, Health and Annuity licenses. Kyle is a member of the Financial Planning Association and is a former board member of the National Association of Insurance and Financial Advisors.
Kyle is active in many organizations in his community. He is part of the Team 100, which provides food for underprivileged students and their families. He also participates/volunteers with buildamiracle.net and burritoboyz.ca.