Financial Consultant
Current
Jun 2022 - Present
AeroLeads people directory · profile
Kyle Ray Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to have a significant impact in helping clients pursue their goals.
at
American Century Investments
1 work email found
@spwm.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to have a significant impact in helping clients pursue their goals.
Location
Los Angeles Metropolitan Area, United States, United States
Who is Kyle Ray? Overview
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Quick answer
Kyle Ray is listed as CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to have a significant impact in helping clients pursue their goals. at American Century Investments, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at spwm.com and a matched LinkedIn profile for Kyle Ray.
Kyle Ray previously worked as Financial Consultant at American Century Investments and Financial Advisor at Steelpeak Wealth. Kyle Ray holds Master Of Arts (M.A.), Area Studies Latin America from San Diego State University.
Company email context
Email format at American Century Investments
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{first}.{last}@spwm.com
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AeroLeads found 1 current-domain work email signal for Kyle Ray. Compare company email patterns before reaching out.
Profile bio
About Kyle Ray
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) who works closely with clients to understand their concerns and needs in order to develop and implement customized financial planning strategies to achieve their goals. I have over 20 years of industry experience. I graduated from San Diego State University with a Masters degree focused on the political economy of Latin America. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.
Current workplace
Kyle Ray's current company
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8 roles · 27 years
Kyle Ray work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Aug 2021 - Jun 2022
Client Advisor
Assumed responsibility for an existing advisory practice with this provider of investment, financial planning and wealth management solutions. * Initiated and strengthened financial planning relationship with clients, which increases client engagement and satisfaction. Cultivating strong relationships measured by high retention rate, consolidation of.
Aug 2018 - Feb 2021
Wealth Manager/Financial Planner
Responsibilities included investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Achievements:*Building practice of financial planning and AUM clients from seminars and referrals from LA-based TD Ameritrade offices and through community events in Orange County. *Developed and.
2017 - 2018
~1 yr
Vice President - Private Client Advisor
Responsibilities included investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Achievements: *Developed and delivered financial plans using MoneyGuidePro.
2016 - 2017
~1 yr
Wealth Manager
Kyle is a Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
2014 - 2015
~1 yr
Vp - Financial Consultant
Responsibilities included retention and growth of assigned practice of high value clients, namely 312 households and $440 million total assets. Growth was achieved by establishing a financial planning foundation with each client that supported appropriate recommendations for advised and banking products and services. Sales success was measured by revenue.
Sep 2007 - Feb 2014
Progressively Responsible Roles
Branch Manager, TD Ameritrade Inc./Charles Schwab, West Hartford, CT As a branch manager, branch was cited as a top branch in the Eastern division for 3 out of 4 benchmarks including new assets, managed accounts and Advisor Direct closes in 2007.Interim Brand Manager, TD Ameritrade Inc./Charles Schwab, San Jose, CA As an interim branch manager, branch.
1999 - 2007
~8 yrs
2 education records
Kyle Ray education
Master Of Arts (M.A.), Area Studies Latin America
San Diego State University
Bachelor Of Arts (B.A.), Political Science And Government
San Diego State University
FAQ
Frequently asked questions about Kyle Ray
Quick answers generated from the profile data available on this page.
What company does Kyle Ray work for?
Kyle Ray works for American Century Investments.
What is Kyle Ray's role at American Century Investments?
Kyle Ray is listed as CERTIFIED FINANCIAL PLANNER™ (CFP®) looking to have a significant impact in helping clients pursue their goals. at American Century Investments.
What is Kyle Ray's email address?
AeroLeads has found 1 work email signal at @spwm.com for Kyle Ray at American Century Investments.
Where is Kyle Ray based?
Kyle Ray is based in Los Angeles Metropolitan Area, United States, United States while working with American Century Investments.
What companies has Kyle Ray worked for?
Kyle Ray has worked for American Century Investments, Steelpeak Wealth, Mercer Advisors, Lighthouse Financial Services Inc, and Jpmorgan Chase & Co..
How can I contact Kyle Ray?
You can use AeroLeads to view verified contact signals for Kyle Ray at American Century Investments, including work email, phone, and LinkedIn data when available.
What schools did Kyle Ray attend?
Kyle Ray holds Master Of Arts (M.A.), Area Studies Latin America from San Diego State University.
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