Kyle Humphreys AWMA™, AAMS™
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
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.
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 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor