Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter. He holds his life, health and annuity insurance licenses in California. Kyle has more than 25 years of financial services experience and provides comprehensive wealth management solutions for business owners, executives and families. He also serves on the Mariner Wealth Advisors’ leadership council, collaborating to provide strategic direction to the firm. Prior to joining Mariner Wealth Advisors in 2010, Kyle ran a financial planning practice inside of CBIZ CPA’s Southern California offices. Prior to that he was with NSBN, a CPA firm in Beverly Hills. Kyle also has experience working with the private client