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Kyle Nakano, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Kyle Nakano

Financial Advisor

Preferred Wealth Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Certified Financial Planner Board of Standards

Previous experience

  • ML Stern and Co./Southwest Securities Inc., 2002-2013

Community participation

Interests

I have been an avid recreational cyclist for many years. There's nothing like getting out on the road with the wind in your face. When I'm not biking I enjoy taking my Labrador Retriever out for hikes around the Los Angeles foothills. As a native of Los Angeles it might be no surprise that I’m a lifelong fan of car racing. Formula One fascinates me and I follow "The Circus" through the F1 season.