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.
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.