Kyle Standafer
Financial Advisor
Kyle Standafer
Financial Advisor
About
Kyle Standafer is a financial advisor based out of San Diego, CA. North Star Resource Group has been around since 1908 and is one of the nation’s oldest and largest privately-held independent financial advising firms with over $12 billion of client assets entrusted to them.
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.
The North Star team provides the necessary back-end support to maintain and strengthen Kyle’s practice for his clients and provides centuries’ worth of experience in the financial services industry. 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.
If you are interested in a complimentary initial meeting to discuss your current financial situation and explore if working with Kyle is right for you, please click the button below to schedule a web meeting directly with Kyle.
Born and raised in Rancho Cucamonga, California, Kyle now lives in San Diego, with his wife, Allie, and dog, Rhea. Kyle enjoys golf, baseball, snowboarding, exotic car photography, and the outdoors.
Services
- Comprehensive Fee-Based Financial Planning
- Financial Analysis Review
- Cash Flow Analysis/Budgeting
- Investment Portfolio Management
- Retirement Investment & Distribution Strategies
- Tax Minimization Techniques**
- Employer Equity Strategies (RSUs, Stock Options, ESPPs, ESOPs)
- Debt Management Strategies
- Student Loan Repayment Strategies
- Real Estate Strategies**
- Education Funding
Qualifications
- San Diego State University, Fowler College of Business: Bachelor of Science in Finance
- Trinity College Dublin: International Business Certificate
- FINRA SIE Registered
- FINRA Series 7 Registered
- FINRA Series 66 Registered
Resource team
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Carrie Hancock, ChFC®, CLU®
Vice President, Financial Planning Resource Center
Speaking engagements
Kyle presents annually to the SEAOSD (Structural Engineers Association of San Diego) and the Pharmacy School at the VA San Diego. In addition, Kyle hosts frequent webinars for medical professionals of all practices.
Kyle is an investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), 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. CA Insurance License #4098645.