Kyle Vegdahl, CA Insurance License #0H34914
Financial Advisor
Kyle joined Cetera Investment Services in January 2011 . He has worked in partnership with his clients to identify needs and establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultations for over 20 years. He aims to inspire and motivate his client to pursue their goals. Kyle’s mission is to develop a trusted financial relationship by providing professional guidance. This is the cornerstone of his business. He specializes in providing the following for his clients:
- Asset management
- Pre-retirement planning
- Business financial planning
- Asset allocation planning
- Insurance planning
Qualifications:
Kyle holds Series 7 and 66 registrations, as well as life and health insurance licenses. Kyle enjoys golfing, fishing, family and friends.