Kyle Quinn, CFP®, CLU®, CDFATM
Senior Wealth Advisor
Kyle Quinn is a senior wealth advisor at Mariner Wealth Advisors, where he specializes in providing comprehensive wealth management solutions for business owners, executives and successful families. As the lead advisor of the Mariner Wealth Advisors offices in the west coast region, Kyle serves on the leadership council, where he collaborates 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, he developed a wide range of custom wealth solutions for clients that incorporated financial planning, retirement planning, college savings, estate planning, and more while working within various CPA firms.
Kyle has a bachelor’s degree in economics from California State University. He holds the Certified Financial Planner (CFP®), 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 (FPA) and is a former board member of the National Association of Insurance and Financial Advisors (NAIFA).
Kyle is active in many organizations in his community, including Team 100 which provides food for underprivileged students and their families. He alsoﾠparticipates/volunteers with buildamiracle.net and burritoboyz.ca.