Kyle Nardi, CFP®
Every financial journey is unique, which is why we believe the planning process should begin with listening. We work with individuals and families through many of life's most important milestones, including preparing for retirement, planning for growing families, navigating significant liquidity events, and developing multigenerational wealth and legacy strategies.
Our approach is rooted in education, transparency, and proactive guidance. We emphasize the importance of not only understanding the recommendations we make together, but also the reasoning behind them. By building long-term relationships founded on trust and honesty, we aim to serve as a trusted resource for every stage of your financial life- helping you move forward with clarity and confidence while focusing on what matters most.
My interest in finance began during college, where I became fascinated by investing and the stock market. As I learned more about how financial decisions shape future opportunities, I realized something that would ultimately define my career: many capable, hardworking people simply haven't had access to the financial education needed to make informed decisions with confidence.
Growing up in a family of immigrants and entrepreneurs gave me a deep appreciation for hard work, resilience, and the importance of creating opportunities for future generations. It also reinforced my belief that financial planning is about far more than investments alone. True planning is about helping people make informed decisions, prepare for life's transitions, and gain confidence in their financial future.
Today, as a CERTIFIED FINANCIAL PLANNER® professional, I help individuals and families navigate a wide range of financial planning needs—from retirement planning and major liquidity events to comprehensive wealth management strategies tailored to their unique goals and circumstances.
What I enjoy most is building lasting relationships with clients, helping them define their "why," and providing the guidance and confidence they need to focus less on financial uncertainty and more on living the lives they have worked hard to build.
I also believe in giving back to the community and investing in the next generation. I regularly speak at local college campuses, where I have the opportunity to connect with students, share lessons from my own journey, and build meaningful mentorship relationships with aspiring young professionals.
Outside of my practice, I value spending quality time with family and friends and taking advantage of everything Southern California has to offer. Whether I'm staying active in the gym, enjoying a day at the beach, cheering on my favorite sports teams, or hosting a barbecue with loved ones, I believe life's greatest rewards are often found in the moments shared with the people who matter most.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.