Kyle Parsons

Financial Advisor

Email Kyle

linkedin-icon-logo-png-transparent.png

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

Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2020, Cross Financial Management. All rights reserved.

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

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.