Sean Kyle
CFP®, AIF®
Plancorp
Senior Wealth Manager
Sean Kyle
CFP®, AIF®
Plancorp
Senior Wealth Manager
As a fiduciary, fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sean Kyle, CFP®, AIF®
Fiduciary, fee-only financial planner located in San Francisco, CA, serving clients locally and across the country
Sean Kyle is a San Francisco, CA fee-only financial planner. Plancorp, LLC provides comprehensive wealth management, corporate retirement plans and family office services to help and individuals, families, business owners and ultra high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sean Kyle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ever the professional, Sean Kyle brings an easy-going nature and acute attention to detail to his role at Plancorp. He joined the firm in 2015 after several internships helped him realize the merit of an evidence-based investment philosophy. In 2019, Sean moved to the San Francisco Bay Area to help establish Plancorp’s west coast regional office.
As a Wealth Manager, Sean counsels clients on their financial options and how to best reach their goals. Naturally analytical, he is committed to staying on top of all factors that could impact his clients’ financial prosperity.
With Plancorp there are no hidden agendas or hidden fees—just absolute transparency. Contact us to learn more about our unique approach or to schedule a complimentary portfolio review.
Our Perspective
Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.
That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.
Unlike a broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.
We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Individuals with Complex Financial Needs
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
- Employers
- Foundations
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Comprehensive Financial Planning
- Corporate Retirement Plans
- Investment Management
- College Education Planning
- Business Succession Planning
- Institutional Asset Management
- Multi-Generational Wealth Management
Professional Designations & Affiliations
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Sean Kyle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sean Kyle is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sean Kyle is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Plancorp has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Sean Kyle
Office Locations:
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Call for an Appointment
San Francisco, CA 94105
