Headshot of Thomas Kyle, Bitcoin-aware financial advisor in Redondo beach, CA

Thomas Kyle

CFP®CBDA™
Redondo beach, CA

About Thomas Kyle

Thomas Kyle is a dedicated Wealth Advisor at EP Wealth, based in Redondo Beach. Originally from the UK, he brings a unique perspective to financial planning, emphasizing that effective financial management extends beyond numbers to foster clarity and confidence in his clients' lives. As a Certified Financial Planner™ professional, Thomas specializes in creating comprehensive financial strategies that encompass investments, retirement planning, tax considerations, and estate planning.

With extensive experience working with clients whose lives bridge the U.S. and Europe, Thomas adeptly simplifies the complexities of cross-border finances. His personal journey as an expat informs his approach, enabling him to develop tailored strategies that resonate with clients’ unique needs. His prior roles with the U.K. Government as an International Trade Analyst, along with his experience at LPL Financial and Benefit Financial Services Group, provide him with a robust foundation of institutional knowledge and insights.

At the core of Thomas's practice is a commitment to empowering clients to make informed decisions about their financial futures. He strives to instill confidence, allowing clients to focus on what truly matters to them—family, freedom, and peace of mind. Outside of work, Thomas enjoys exploring the beautiful Southern California coast and spending time with his family, embracing the same values of connection and balance that he encourages in his clients’ lives.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA™

Why You Can Trust Thomas

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA™

Licensed and certified to provide financial advisory services

Years of Experience

2+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Redondo beach, CA and surrounding areas

Firm Affiliation

EP Wealth

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Thomas's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

Approved

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Thomas Kyle, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Thomas Kyle is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.