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Kyle Parsons

Financial Advisor

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With over 10 years of experience as a financial advisor, Kyle has dedicated his time serving local families, business, and non-profits, helping them address their financial goals. He works closely with each individual as well as their outside strategic professionals such as accountants and attorneys, to build a lasting, beneficial relationship. 

 

Kyle has built a reputation for providing trustworthy, well-researched advice to his clients. He uses a detailed planning model, that allows him to create a highly customized wealth and retirement plan to help with each investor’s needs. Kyle believes in a proactive approach to wealth management striving to minimize risks and provide greater opportunities over the long term. 

 

Born and raised in Oregon, Kyle graduated from The University of Oregon with a Bachelor’s of Science degree in finance and a minor in economics. He currently resides in Beaverton with his wife Bailey, and their dog Boomer. You can often find Kyle cheering for all U of O athletic programs and he enjoys all the outdoor activities and dining options that Portland and the entire state have to offer.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

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