Kyle Standafer

Comprehensive Financial Advisor @North Star Resource Group

San Diego, CA, US

Kyle manages an advice-based financial planning practice specializing in helping high-income earning engineers, medical professionals, and business owners. An advice-based practice allows Kyle to build comprehensive plans for his clients that empower them to grow and protect their wealth in an efficient manner. He can help you identify and prioritize your short and long-term financial goals, guide you to pursue those goals, and keep you on track, all while adapting your plan when needed. Life will constantly throw obstacles in your path, Kyle helps you maneuver and overcome these obstacles from a financial perspective.Whether it’s goal tracking, retirement planning, home buying, debt management, generational wealth planning, insurance planning, or investment management, Kyle and his team can formulate a relationship and a plan specifically for you.Services:• Investments• Cash Flow Analysis/Budgeting• Asset Protection• Debt Management Strategies• Retirement Investment & Distribution Strategies• Tax Minimization Techniques• Real Estate Strategies• Education Funding• Employer Equity Strategies (RSUs, Stock Options, ESPPs, ESOPs)FINRA Series 7 and 66 registeredLife, Accident, and Health licensedBachelor of Science in Finance from San Diego State UniversityAddress: 5075 Shoreham Pl, Suite 260, San Diego, CA 92122Work Line: 61••••••11Registered Phone: 61••••••00Investment advisor representative of Cetera Investment Advisers LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Ten Governor, 5075 Shoreham Pl, Suite 260, San Diego, CA 92122.CA Insurance License #40•••45.

San Diego State University

Bachelor of Science - BS