Portrait of Kyle Humphreys

Kyle Humphreys AWMA™, AAMS™

Senior Wealth Advisor Associate

Based in Walnut Creek, Kyle supports Bay Area advisors with planning analysis, review preparation, and the ongoing coordination that keeps client strategies current.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

As a Senior 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.

Kyle Humphreys, Senior Wealth Advisor Associate

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 attended 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 CFP® designation.

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.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

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Request an Introduction
to Kyle Humphreys

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Kyle and Mission Wealth may be the right fit to support your life and financial goals.