Thomas Kyle, CFP®, CBDA

Wealth Management for Retirees, International Expats & Cross-Border Families

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EP Wealth Advisors Thomas Kyle, CFP®, CBDA
Torrance, CA

Serving Clients Nationwide

Wealth Management for Retirees, International Expats & Cross-Border Families

Areas of Focus

  • Financial Life Planning
  • International and Cross-border Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Thomas Kyle, CFP®, CBDA

As a CERTIFIED FINANCIAL PLANNER™ professional, Thomas helps clients navigate life’s most complex financial challenges with clarity and confidence. He has a particular specialty in working with expats who have moved to the United States, drawing on his own experience as an expat to create strategies that integrate tax, investment, and estate considerations across borders.

Thomas’ background spans roles with the U.K. Government as an International Trade Analyst, LPL Financial as a Business Development Consultant, and Benefit Financial Services Group as an Investment Analyst. This breadth of experience allows him to combine institutional-level insight with a highly personal approach to wealth management.

Originally from the United Kingdom, Thomas earned his B.S. in Finance while competing in NCAA Division I tennis — a pursuit that instilled the discipline, focus, and resilience he applies to helping clients achieve their goals.

Now a proud resident of Redondo Beach, Thomas values the close-knit community feel of the South Bay. Outside the office, you’ll find him staying active, traveling, and connecting with people from all walks of life. He also remains committed to giving back, having volunteered at food banks in England and supporting local community initiatives.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • CERTIFIED FINANCIAL PLANNER ®

Primary Location

21535 Hawthorne Boulevard, Suite 400, Torrance, CA 90503

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About EP Wealth Advisors

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there.

Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives.

Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

WEALTH MANAGEMENT FOR ALL THINGS IMPORTANT TO YOU

Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.

▪️ Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning and more.

▪️ As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

▪️ Dedicated Wealth Team approach, led by your Advisor - so you can focus on what’s important.

Education

Concordia University, Irvine Bachelor's degree, Finance, General

Hobbies and Interests

  • Family
  • Tennis
  • Traveling
  • Volunteering

Who We Serve

  • Americans Living Abroad
  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Expats
  • Gen X
  • Living in Retirement

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