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, 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.