Meet the Team
Kyle Malmstrom
Associate Advisor
Kyle joined Centara Capital Management Group in July of 2005. He currently supports the Centara team by specializing in the EquityKeyTM Real Estate option and the development and implementation of advanced financial plans. Kyle has a broad range of knowledge and experience in tax planning, estate planning, and insurance transactions.
Kyle began his career as a pit reporter and floor clerk at the Kansas City Board of Trade where he learned extensively about the financial and commodities markets. Thereafter, Kyle joined Security Investment Company of Kansas City as Vice President where he made markets and provided liquidity for proprietary and institution order flow on the NASDAQ marketplace. In 2008, Kyle was recognized as a Five Star Wealth Manager: Best in Client Satisfaction™ as published by San Diego Magazine.
Kyle is currently taking classes to earn the CERTIFIED FINANCIAL PLANNER™ designation. He looks forward to developing relationships with San Diegans who demand a high standard of competency and strong ethics. In his spare time, Kyle enjoys spending time with his family, traveling, golfing or fishing.
Professional Designations & Licenses:
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- California Life and Health Insurance License
- Kansas Life and Health Insurance License
- California Department of Real Estate Salesperson
Education:
- 1993 University of Missouri, B.S., Business Administration