Kyle Ryan, CFP® in

Kyle Ryan, CFP®

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Senior Vice President at Mariner
📍 San Francisco Bay Area, United States

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.

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Experience
24 Years
Current Role
Senior Vice President
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kyle cares 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.
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Career

Work history

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

Media appearances

Kyle Ryan, CFP® | Senior Vice President, Digital Sales - Mariner Wealth Advisors. Featured in Mariner Wealth Advisors (official website)
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Education
1998 - 2000
Bachelors
UCLA
2011 - 2012
Certificate
New York University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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