Kyle Daniels,CHFC®

Equitable Advisors

Kyle Daniels,CHFC®

Equitable Advisors

Kyle Daniels,CHFC®

Equitable Advisors


Kyle Daniels is from the Bay Area and graduated from California Polytechnic University, San Luis Obispo. He became a Financial Advisor because of his passion to help people achieve their goals. Kyle is a Chartered Financial Consultant (CHFC®) and maintains his Series 7 and 66 FINRA registrations.

Kyle has the privilege of helping his clients with their comprehensive financial planning needs – specifically planning for retirement, managing investments and risk, and financing an education plan. Additionally, he specializes in Special Needs financial planning. As the older brother a young man with Autism, he is fiercely passionate about serving this community.

Currently living in San Francisco, CA, Kyle enjoys traveling, rooting for the 49ers, waterskiing, snowboarding, and meeting new people.



Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. CA Insurance License # 0M37792 AGE (5793242.1) Exp (07/23)

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Firm Description


Please contact this special needs planner for firm hours by clicking here.


What Is a Special Needs Planner?

Main Office

275 Battery Street
Suite 700
San francisco, CA 94111

On the web

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