Sean Kyle (AIF®, CFP)

Sean Kyle focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Additional Information

Sean joined Plancorp in 2015 after several internships helped him realize the merit of an evidenced-based investment philosophy.

As a Senior Wealth Manager, Sean counsels clients on their financial options and how to best reach their goals. Naturally analytical, he is committed to staying on top of all factors that could impact his clients’ financial prosperity.

In 2019, Sean relocated to the San Francisco Bay Area and was excited to bring independent, objective advice to California.

NAPFA Start Date

August 13, 2019

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75 E Santa Clara St Ste 600 San Jose, CA 95113-1826 Phone: (888) 220-1163