A young person with long dark hair wearing a black blazer and white shirt, smiling at the camera with a blurred greenery and building background.

Kyla SyCip

Paraplanner
Kyla SyCip

Kyla was born and raised in the Bay Area where she studied General Management and Marketing Management at California State University, East Bay. Having experience in leadership and small business operations, she continued her studies at the University of California, Riverside and received a Master of Business Administration. In between her education time, Kyla served as a human resources intern for her previous university and a financial administrative intern for a wealth management firm in Oregon. She aims to spread more awareness on wealth management to her fellow Bay Area locals and is eager to help clients achieve financial freedom.

Professional Degrees & Credentials

  • BS, General Management & Marketing Management, California State University, East Bay
  • MBA, University of California, Riverside

Personal

I come from a family of small businesses, primarily in the cycling industry! I competed for many years in mountain biking, and you may still catch me at a local race (or two) during the summers. I spend as much time as I can on the bike and when I’m not, I enjoy rock climbing and camping with my friends and family.

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Let’s Get Acquainted

What can we help you find?

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Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
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emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending
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NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications