Kyle Ryan, CFP®

Inquirer
DISC Type : dc

Senior Vice President at Mariner

San Francisco Bay Area, United States

Overview

Kyle is a Senior Vice President at Mariner, where he leads the firms direct client acquisition strategy. A recognized pioneer in the digital wealth management space, he previously led a team of over 1, 200 financial professionals at Empower. He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of UCLA.

Outside of the office, Kyle resides in Diablo, CA, with his wife and four children. He is an avid golfer and enjoys spending his time watching his kids play sports.

He was an early member of the Personal Capital leadership team, helping to build the company from its launch to its eventual acquisition by Empower.

Personality Overview

Judgemental

Demanding

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Direct Client Acquisition
His current role at Mariner is to spearhead the firm's strategy to grow and scale direct client acquisition.
Digital Wealth Management
Helped pioneer the digital wealth management space and co-led the post-acquisition integration of Personal Capital at Empower.
Scaling Advisory Teams
He has extensive experience leading large-scale teams, having managed over 1, 200 financial professionals at Empower.

Media Appearances

Kyle Ryan, CFP® | Senior Vice President, Digital Sales - Mariner Wealth Advisors. Featured in Mariner Wealth Advisors (official website)

See Now

Work History

7-2025
Senior Vice President at Mariner
2-2023 - 3-2024
EVP - Personal Wealth Sales and Advisory Service at Empower
10-2010 - 2-2023
Executive Vice President - Personal Capital at Personal Capital
3-2010 - 10-2010
Director - Wealth Management at Merrill Lynch
1-2009 - 3-2010
Principal at Global Link Solutions LLC

Education

1998 - 2000
Bachelors from UCLA
2011 - 2012
Certificate from New York University

More Information

Social Presence :

Prographics :

Exp : 24 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Senior Vice President at Mariner
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Kyle

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Kyle take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Kyle

Personality Compatibility


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