Kyle Thompson is a Wealth Advisor at SageView Advisory Group, leading the practice in San Jose, CA. He is focused on working with individuals seeking a complete financial planning experience. This includes guidance, advice and coaching, managing retirement income, creating wealth transfer strategies, asset management, estate planning, and risk management. Prior to joining SageView, Kyle was a Managing Partner and Wealth Advisor at C-J Advisory, an independent financial services firm providing investment management and strategic wealth planning.
After earning his bachelor’s degree in finance from Michigan State University, Kyle has spent the last 15 years helping clients achieve their financial and personal goals. He has an extensive background in equity compensation, including, employee stock purchase plans (ESPP), restricted stock units (RSU) and incentive stock options (ISO) and offers his expertise to the heart of Silicon Valley’s tech community. Kyle holds the Accredited Investment Fiduciary (AIF®) professional designation and the National Social Security Advisor (NSSA®) certification. He takes a holistic approach to each client’s unique situation and prides himself on providing customized fiduciary advice to enhance every aspect of their life.
Outside of the office, Kyle enjoys golfing, mountain biking, playing ice hockey, photography and hiking the beautiful California trails with his wife Ashley and daughter Mackenzie.