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Kyle Soucy, Cfp® Email & Phone Number
Principal
at
Onitus Insurance Agency, LLC
1 work email found
@delmorganco.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Newport Beach, California, United States
Company size
Who is Kyle Soucy, Cfp®? Overview
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Quick answer
Kyle Soucy, Cfp® is listed as Principal at Onitus Insurance Agency, LLC, a with 1 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at delmorganco.com and a matched LinkedIn profile for Kyle Soucy, Cfp®.
Kyle Soucy, Cfp® previously worked as Managing Member & Chief Compliance Officer at Onitus Capital, Llc and Managing Director at Delmorgan & Co.. Kyle Soucy, Cfp® holds Bachelor'S Degree, Economics from University Of Connecticut.
Company email context
Email format at Onitus Insurance Agency, LLC
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*@delmorganco.com
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AeroLeads found 1 current-domain work email signal for Kyle Soucy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kyle Soucy, Cfp®
***Private Equity/Debt Raises of $10 million+******CRE Private Equity/Debt Raises $20 million+******M&A, Restructuring & IPO Advisory***For the past several years, I’ve helped financial advisors grow their client base by helping them market and strategize financial plans for their clients. Now, I’m helping my clients do the same by providing top of the line service by introducing them to best practices and strategies that I’ve learned from working with 500+ financial advisors throughout my career. I specialize in:1. Company 401(k) Plans2. Financial Planning 3. Private Equity/Venture Capital4. Tax-Efficient Investments5. Asset Management
Listed skills include Microsoft Excel, Microsoft Word, Powerpoint, Mutual Funds, and 14 others.
Current workplace
Kyle Soucy, Cfp®'s current company
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Onitus Insurance Agency, Llc
12 roles
Kyle Soucy, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Member & Chief Compliance Officer
Current- Build custom portfolios tailored to client's financial goals- Construct and manage company retirement plans and provide ongoing educational resources to keep plan participants engaged- Provide advisory services on a variety of alternative investments for high net worth individuals including but not limited to hedge funds, private equity funds, venture capital funds, 1031 exchange DST's and qualified opportunity zone funds
Jun 2022 - Present
Principal
Current- Design custom insurance strategies to protect individuals and businesses- Provide group health benefits to companies
Apr 2023 - Present
Managing Director
CurrentGlobal Investment Bank with $300 billion+ in successfully completed transactions. $10 million+ Private Equity/Debt Raises$20 million+ Commercial Real Estate Private Equity/Debt RaisesSpecialize in:- Capital Raising- M&A Acquisitions & Divestures- Shareholder Relations/Hostile Defense/Unsolicited Takeovers- Strategic Financial Advise & Restructuring- Special Committee Advisor- Fairness/Valuations Opinions
Apr 2022 - Present
Co-Executive Producer
Current
Kharisma Entertainment
***Currently seeking funding***- Consulting Producer for a movie project- Assisting the Executive Producer with reviewing budget, financials and other miscellaneous tasks- Small role in the film
Apr 2022 - Present
Private Equity Sales | Wealth Management Advisor
- Provided accredited investors exclusive access to unique private investment opportunities- Offered full service financial planning, access to top asset managers and tools to help you identify the best investment approach based on your financial goals- Helped companies design and manage their 401(k) plans
Aug 2020 - Apr 2022
Regional Vice President (External Wholesaler)
- Consulted one on one with advisors to help them identify and recommend various investment strategies based upon their client’s investment objectives - Presented in front of audiences of 100+ financial advisors on a variety of topics i.e. Behavioral Finance, UMA Pairing Concepts, Products, etc.- Teamed up with internal partner in order to proactively identify, cultivate and maintain advisor relationships- Collaborated with key accounts to build presence of the firm in territory
Sep 2018 - Jul 2020
Internal Sales Consultant (Internal Wholesaler)
- Collaborated with Regional Vice Presidents (Externals) in order to proactively identify, cultivate and maintain advisor relationships- Worked closely with the Director of Internal Sales & Client Service to effectively and efficiently build out the CRM- Traveled to various locations, primarily in New England to present the firm’s strategies to advisor groups- Consulted one on one with advisors to help them identify various investment strategies based upon their client’s investment objectives
Oct 2017 - Sep 2018
Advisor Services Consultant (Internal Wholesaler)
- Collaborated with a Regional Business Consultant (External) in order to proactively identify, cultivate and maintain advisor relationships- Initiated and maintained sales and service relationship with advisors to promote stronger client relationships- Provided the highest quality services by coordinating the resolution of problems and providing requested communications- Conducted product/sales educational events through individual and group training sessions, seminars and workshops- Completed special assignments: Due diligence meetings, conferences, developing relationships with designated client home office personnel
Aug 2016 - Sep 2017
Advisor Services Associate (Internal Wholesaler)
- Educated financial advisors on Symmetry's unique investment philosophy - Informed financial advisors of marketing materials to help target, acquire and retain clients- Presented educational PowerPoint's to educate advisors how to effectively and efficiently grow their book of business- Actively participated in group meetings to work efficiently as a team- Created portfolio analyses and presentations for client's statements using MorningStar and Excel software- Created hypothetical illustrations for a growth of a dollar with Excel to show the value of Symmetry's investments
Jun 2015 - Jul 2016
Portfolio Analyst Intern
- Created portfolio analyses and presentations for client's statements using MorningStar and Excel software- Organized and printed marketing documents and shipment labels- Worked with the internal sales and marketing team on miscellaneous projects
May 2014 - May 2015
Foreman
Alan Soucy Home Improvement
- Led a group of 5 workers to complete various tasks, including roofing, siding, and interior finish work- Worked under time and environmental pressures- Taught skills and concepts to others
Jun 2011 - May 2014
2 education records
Kyle Soucy, Cfp® education
Bachelor'S Degree, Economics
University Of Connecticut
Financial Planning And Services
College For Financial Planning
FAQ
Frequently asked questions about Kyle Soucy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kyle Soucy, Cfp® work for?
Kyle Soucy, Cfp® works for Onitus Insurance Agency, LLC.
What is Kyle Soucy, Cfp®'s role at Onitus Insurance Agency, LLC?
Kyle Soucy, Cfp® is listed as Principal at Onitus Insurance Agency, LLC.
What is Kyle Soucy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @delmorganco.com for Kyle Soucy, Cfp® at Onitus Insurance Agency, LLC.
Where is Kyle Soucy, Cfp® based?
Kyle Soucy, Cfp® is based in Newport Beach, California, United States while working with Onitus Insurance Agency, LLC.
What companies has Kyle Soucy, Cfp® worked for?
Kyle Soucy, Cfp® has worked for Onitus Insurance Agency, Llc, Onitus Capital, Llc, Delmorgan & Co., Kharisma Entertainment, and Paulson Investment Company, Llc.
How can I contact Kyle Soucy, Cfp®?
You can use AeroLeads to view verified contact signals for Kyle Soucy, Cfp® at Onitus Insurance Agency, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kyle Soucy, Cfp® attend?
Kyle Soucy, Cfp® holds Bachelor'S Degree, Economics from University Of Connecticut.
What skills is Kyle Soucy, Cfp® known for?
Kyle Soucy, Cfp® is listed with skills including Microsoft Excel, Microsoft Word, Powerpoint, Mutual Funds, Investments, Portfolio Management, Financial Services, and Zephyr.
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