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Kyle Sharp, Financial Advisor

FINANCIAL ADVISOR
Kyle A Sharp

CFP®
615 San Benito Street, Suite C, Hollister, CA 95023opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies

About Kyle

In 2009, I joined Edward Jones as a financial advisor to be a local resource for those in my community. In our office, we believe it is important to invest our time in understanding what is important to our clients. I use an established process to assess our clients' tolerance for risk and volatility and to help them build personalized strategies to achieve their goals.

I am a graduate of the University of Montana with degrees in finance. I currently hold a CFP® designation.

I was born and raised in Hollister until I graduated from San Benito High School, where I...

Work History

  • Edward JonesOctober 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of MontanaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Active Lifestyle
  • Golfing
  • Movies & Entertainment

Team Members

  • Mimi Adame
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(831) 634-0694

Fax

(877) 369-7530

Office Address

615 San Benito Street
Suite C
Hollister, CA 95023opens in a new window

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