Kyle Ryan, CFP^®

Designations and licenses

Kyle is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Kyle spearheads the firm’s strategy to grow and scale its direct client acquisition. He is responsible for building the vision, setting the strategy and leading cross-functional efforts to expand new client relationships and drive long-term value.

With a distinguished career in wealth management and fintech, Kyle has led large-scale advisory teams and helped pioneer the digital wealth management space. Most recently, he served as EVP of personal wealth sales and advisory service at Empower, where he led a team of over 1,200 financial professionals. He oversaw a wealth management platform serving 400,000 clients, co-led the post-acquisition integration of Personal Capital and served on the investment committee.

Previously, as EVP of advisory service at Personal Capital, he helped build the company from the ground up, growing AUM from launch to its acquisition by Empower. He was responsible for all nationwide sales, service and operations and played a key role in the company’s strategy and success as a digital wealth management pioneer.

Kyle holds a bachelor’s degree with honors from the University of California, Los Angeles.

Personal interests

Kyle resides in Diablo, CA with his wife and four children. Away from the office, Kyle enjoys watching his kids play sports and is an avid golfer.

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.