Kyarsip Financial Advisors

Who We Are

At Kyarsip Financial Advisors LLC, we pride ourselves on being a fee-only financial planning firm that specializes in providing personalized financial planning and investment advice to individuals from all walks of life. Our mission is to help our clients achieve their financial goals by creating a customized plan tailored to their specific needs. We believe that every individual deserves access to high-quality financial guidance, regardless of their income or financial situation.

Our team, led by Geleg, has many years of experience in the financial planning industry. Geleg holds a Bachelor's degree in finance with an emphasis in financial planning from California State University, Fullerton, and is a CERTIFIED FINANCIAL PLANNER practitioner. He has been in the industry since 1985 and has helped countless clients achieve their financial goals.

Our Services

Our comprehensive financial planning services are designed to help you achieve your financial goals and create a secure financial future. We offer a range of services, including:

• Financial Planning: We create customized financial plans that help you achieve your financial goals, whether that's saving for retirement, achieving a specific financial milestone, or simply achieving financial security.
• Investment Management: Our investment management services are designed to help you grow your wealth over time. We offer a range of investment strategies and portfolios tailored to your individual needs and risk tolerance.
• Retirement Planning: We can help you create a customized retirement plan that takes into account your income sources, expenses, and financial goals.
• Estate Planning: We can help you create a comprehensive estate plan that includes a will, trust, and other necessary documents to ensure your assets are distributed according to your wishes.

Why Choose Us

At Kyarsip Financial Advisors LLC, we are a fee-only firm, which means we do not accept commissions or referral fees. This allows us to focus solely on our clients' best interests and provide unbiased financial advice. We believe that financial planning should be a collaborative process between us and our clients. We work to understand your unique financial situation and create a personalized plan that aligns with your goals and values.

Contact Us

While we do not accept new clients at this time, we encourage you to reach out to us if you have any questions or would like to learn more about our services. We invite you to explore our website and learn more about our approach to financial planning and investment management.