Kyle Thompson

Kyle Thompson AIF®

Senior Vice President | Wealth Advisor
(408) 345-2890, Ext 128
(408) 345-2896

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After earning his Bachelor’s degree in Finance from Michigan State University, Kyle has spent the following 10 years helping clients achieve their financial and personal goals. He joined the C-J Advisory Team in November of 2016 bringing his extensive knowledge about ESPP and RSU to the heart of Silicon Valley where can offer his expertise to the tech community. He takes a holistic approach to each client’s unique situation and prides himself on providing advice to enhance every aspect of their financial life.

Kyle holds the Accredited Investment Fiduciary (AIF®) professional designation and National Social Security Advisor certificate.

Outside of the office, Kyle enjoys golfing, mountain biking, playing ice hockey, photography and hiking the beautiful California trails with his wife Ashley and daughter Mackenzie.