Kyle Buffo CFP®

Client Development Advisor

Based in Lisle, Kyle is often the first person prospective clients meet at Mission Wealth. He helps people exploring financial advice or considering a change determine whether Mission Wealth may be the right fit and connects them with the advisor and team best suited to their needs.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Kyle Typically Helps

Individuals and families exploring a relationship with Mission Wealth, people considering a change from their current financial advisor, prospective clients with complex or interconnected financial needs, people unsure which advisor or planning support they need, families seeking a coordinated advisory team with specialized expertise.

Serving Prospective Clients in

All 50 States

Questions Kyle Helps Answer

Is Mission Wealth the right fit for my financial needs?
What should I consider when deciding whether to change financial advisors?
What type of advisor and expertise would best support my situation?
Which financial priorities should I address first?
How could a coordinated planning relationship simplify my financial life?

As a Client 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.

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.

—Kyle Buffo, Client Development Advisor

Kyle’s Frequently Asked Questions

What should I expect during my first conversation with Kyle?

The first conversation is about getting to know you and determining whether Mission Wealth may be a good fit. Kyle will learn about your financial situation, what prompted you to reach out, and which decisions or concerns are most important to you. He will also explain how Mission Wealth works, answer your questions, and outline the possible next steps.

Who will I work with at Mission Wealth?

Kyle typically serves as your first point of contact and guides the introductory process. He will get to know your financial needs, goals, and preferences, then connect you with a Mission Wealth advisor whose experience and approach are well suited to your situation. That advisor will act as your personal financial director, supported by an advisory team that coordinates your planning resources and brings in in-house specialists as needed.

What happens if Mission Wealth appears to be a good fit?

Kyle will help coordinate the next step, which is usually a more focused conversation supported by relevant financial information. Depending on your situation, the advisor and team Kyle introduces may review statements, clarify planning assumptions, or prepare preliminary analysis focused on the issues that matter most to you.

What services may be included in a Mission Wealth relationship?

Mission Wealth is financial-planning-led. Depending on your needs, your advisory team can coordinate investment management, retirement planning, tax strategy, estate planning, insurance, and other specialized resources. The precise scope of services depends on your needs and the size and complexity of the relationship.

How does Mission Wealth charge, and does the firm receive commissions?

Mission Wealth acts as a fiduciary and does not receive commissions for selling investment products. The advisory fee is based on the assets Mission Wealth manages, is paid directly by clients, and is billed quarterly.

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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.