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Kyle Humphreys

In by Mission Wealth

Kyle Humphreys, Wealth Advisor Associate

Kyle Humphreys

Wealth Advisor Associate

Walnut Creek

(925) 271-7637

CONTACT Kyle

"Everyone deserves to have someone they trust to manage their wealth and educate them on financial literacy. Mission Wealth is full of professionals who are extremely committed to their clients with their best interests in mind. There is no better environment for me to grow in and where one day I can help clients reach their goals."

As a Wealth Advisor Associate at Mission Wealth, Kyle Humphreys collaborates closely with his team of professional Wealth Advisors in the Bay Area. 

"Everyone deserves to have someone they trust to manage their wealth and educate them on financial literacy. Mission Wealth is full of professionals who are extremely committed to their clients with their best interests in mind. There is no better environment for me to grow in and where one day I can help clients reach their goals."

As a Wealth Advisor Associate at Mission Wealth, Kyle Humphreys collaborates closely with his team of professional Wealth Advisors in the Bay Area. 

Learn About Kyle Humphreys

Professional Background

Kyle Humphreys graduated from the University of California, Irvine, with a Bachelor's degree in finance. While in school, he was involved in several business organizations that introduced him to Wealth Management. During his junior year, he interned at Wealthspire Advisors, where he sat in on client meetings and gained the knowledge and technical skills to help clients with long-term financial planning.

Upon graduating, Mission Wealth was a perfect fit for him. Kyle is actively working towards his Series 65 license and plans to pursue his CFP® designation afterward.

Personal Pursuits

Kyle stays active through weightlifting, basketball, or exploring the Bay Area’s many beautiful hikes. He grew up in Chicago, Illinois, and moved to the Bay Area in high school. He is also always exploring, both locally in the Bay and globally. In 2023, he studied abroad in Barcelona for five months and visited 15 countries.

Community Impact

Growing up, Kyle and his family would visit retirement homes during the holidays and play Christmas music to the elderly. Kyle still enjoys spreading the holiday spirit within his community.

In the News

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Mission Wealth Market Update 12/18/24

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United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
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Evaluating Homeowners’ Insurance Carriers and Coverage

If your insurance premiums have increased and your are considering changing providers, here are some steps you can follow before contacting potential insurers.

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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