Meet Our Team

Kyle Morgan is an associate financial planner at Mosaic Financial Partners, a wealth management firm in the San Francisco Bay Area.

Kyle has spent the last 10 years honing his skills, most recently at an $8+ billion independent wealth management firm in San Francisco. He is accustomed to working with high net worth individuals and their families, most of whom are corporate executives of companies ranging from start-ups to Fortune 500 companies, entrepreneurs and professionals. Much of his focus was on assisting executives with concentrated stock positions and executive compensation. 

Kyle received his BA in Economics from California State University, Sacramento and holds a Certificate in Personal Financial Planning from the UC Berkeley Personal Financial Planning Program. Currently, Kyle is pursuing his Certified Financial Planner™ (CFP®) designation. Outside work Kyle enjoys golf, cooking, and spending time with his wife Ashley, two young sons Jackson and Beau, and their dog Dutch.

in the news

NerdWallet / January 5, 2017

Key Assumptions That Can Make or Break Your Financial Planning

Assumptions often give people the willies. While you shouldn't assume you know something about another person's viewpoint, you do need to make assumptions in order to craft an effective financial plan that will cover your retirement needs. Kyle explains three key assumptions, along with logical strategies in order to make each one its most effective. 

Syndicated to Metro New York, Atlanta Journal-Constitution, The Palm Beach Post, Oklahoman, and The Ledger

 

NerdWallet / December 15, 2016

California Students Default Less Than US Average on Student Loans

According to a recent study by the U.S. Department of Education, students are California colleges and universities are defaulting on their student loans at a lower rate than the national average. NerdWallet interviews Kyle on ways students and their families can afford college without getting lost in a debtor's swamp, with specific details about our golden state.

Syndicated to the Island Valley Daily Bulletin.

 
NerdWallet / December 15, 2016

16 Tips From Money Experts on Keeping Student Loans Under Control 

NerdWallet has compiled tips from financial experts around the country on how to deal with student loans - every step of the way. Kyle's tips are featured prominently. 

Syndicated to SFGate and the Atlanta Journal Constitution.

 
NerdWallet / August 4, 2016

3 Winning Fantasy Football Strategies for Your Investment Portfolio

With trademark panache, Kyle explains the lessons that fantasy football can provide for smart investing. Limit hometown bias, understand the rules, and don't overreact, and you'll find yourself winning at the investment game, which "helps you score a more financially secure future and maybe even the kind of retirement that's fit for a gridiron champion."
Syndicated to Nasdaq, the Atlanta Journal Constitution, Palm Beach Daily News, Palm Beach Post, Austin-American Statesman, WHIO, Journal News, the Christian Science Monitor, SF Gate, The Star Tribune, and NewsOK.

 
NerdWallet / May 18, 2016

What You Gain - And Lose - With a 15-Year Mortgage

NerdWallet asked Norm Boone and Kyle Morgan for more information about the pros and cons of 15-year loans. "Shop around," Kyle said. "Contact a mortgage broker who has access to multiple lenders and can help find the best product to fit your needs. Talk to your bank. For higher-net-worth individuals, your bank may provide certain perks, such as rate discounts, if you are holding a certain level of assets with them."
Syndicated to the Austin-American Statesman, Journal News, and NewsOK.

 

Biography

Associate Financial Planner
Mosaic Financial Partners

October 2015 – Present


Associate, Wealth Management
Aspiriant

April 2007 – July 2015


Specialist - Investment Operations
Aspiriant

April 2007 – May 2012


Associate - Investment Operations
Aspiriant

April 2007 – February 2010


Financial Advisor Service Team
Franklin Templeton Investments

October 2005 – March 2007