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Kyle Clark, CFP®

Kyle Clark, CFP®

Vice President,
Financial Advisor

Financial Advisors

Kyle Clark is an institutional retirement plan advisor based in Roseville, CA.

Kyle joined CAPTRUST in 2021 as a vice president and financial advisor. Working alongside business owners, professionals, corporate executives, entrepreneurs, multi-generational family businesses, and their families, Kyle is passionate about helping all his clients achieve their financial goals and milestones.

He joined CAPTRUST from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial advisor. In this role, Kyle specialized in employer-sponsored retirement plans.

Prior to Genovese Burford & Brothers, he was a business relationship manager at JPMorgan Chase & Company. Kyle earned a Bachelor of Science degree in business administration from the University of the Pacific.

When Kyle is not helping clients, he enjoys spending time with his wife and children. He also spends his free time golfing, fishing, skiing, and playing soccer.

Education

  • Bachelor of Science degree in business administration from the University of the Pacific

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
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