Kyle  Bird

Kyle Bird

Financial Advisor

Growing up in Texas with parents in the private airline industry, I was raised in a world of high service and professionalism. I have been in the finance industry for over 15 years, working in corporate and non-profit finance. I know the power of financial legacy and the importance of planning early in your financial journey.

My goal is to fully understand your unique financial situation and apply my knowledge and experience to see you accomplish your financial goals and dreams. I come alive helping people plan for their future and making sure their families are well cared for. I am happily married and have two young boys who keep me busy outside the office. I am an avid golfer and will always take the opportunity to hit the golf course with a client.

  • Financial Advisor
  • Investment Advisor Representative of LPL Financial
  • FINRA Series 7, Series 66
  • Completed the Financial Planning Certificate Program, from The University of Texas at Austin
  • B.A. in Finance, from St Edward’s University
  • CA Insurance License # 4022874