Year-end Tax Insights!
Kyle Buffo
"I enjoy getting to know clients beyond their balance sheet. I value learning about the journeys that shaped their success and find it deeply rewarding to help them thoughtfully plan the next chapter of their lives."
As a Business Development Advisor, Kyle focuses on building and nurturing client relationships while identifying opportunities to help individuals and institutions achieve their financial goals. He works closely with clients to understand their unique needs, connect them with the right resources, and provide strategic guidance on wealth planning and investment solutions. With a deep understanding of market trends and a client-first approach, Kyle plays a key role in growing meaningful, long-term partnerships.
Learn About Kyle Buffo
Professional Background
Kyle Buffo, CFP®, is a Client Development Advisor at Mission Wealth, where he works with successful individuals and families to help them navigate important financial decisions with clarity and confidence.
Kyle has been in the financial services industry since 2011 and brings experience across financial planning, investment management, and advisory strategy. Throughout his career, he has worked closely with both clients and financial professionals, developing deep insight into portfolio construction, tax-aware investing, retirement income planning, and the complexities that come with financial success. This broad perspective allows him to quickly understand a client’s situation and identify thoughtful strategies aligned with their goals.
Earlier in his career, Kyle served directly as a financial advisor, helping clients structure retirement income plans, improve tax efficiency, and align their investment portfolios with long-term objectives. He has guided individuals through market cycles, business transitions, and evolving life priorities, always with a focus on disciplined planning and clear communication.
Kyle earned his CFP® designation in 2015 and holds both a bachelor’s degree in Financial Planning and an MBA from the University of Illinois Urbana-Champaign. He believes strong advice combines technical expertise with a genuine understanding of what matters most to each client.
Personal Pursuits
After spending years living throughout the Midwest and abroad, Kyle returned to his hometown of Oglesby, Illinois, where he lives with his wife, two children, and their two Brittany dogs.
Outside of work, Kyle enjoys performing music in a variety of venues and styles, as well as playing and listening to music at home with his family. He also has a deep passion for basketball and Chicago sports.
Community Impact
While living in Guatemala, Kyle’s children attended the Robert Mueller LIFE School in Panajachel. The experience of being part of that school community had a lasting impact on Kyle and his family. Today, they continue to stay involved by serving as ambassadors for LIFE School, helping raise awareness and support as the organization grows and expands its mission.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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