Client Services Associate
Kyle Demshki, CFP®, is a Client Service Associate with SEIA. He joined the firm in 2017 and works on the team of Partner, Eric C. Pritz. He focuses on investment management and financial planning strategies for high net worth individuals.
Prior to joining SEIA, Kyle was an Associate Advisor at a premier investment and financial planning firm in New York City. There he excelled in servicing the needs of high net worth individuals in retirement planning, investment management, and tax planning. Kyle received the CERTIFIED FINANCIAL PLANNER™ designation after completing the CFP® professional education program through the College for Financial Planning. He also holds his Series 7 and 66 securities licenses.
Kyle graduated from New York University’s Stern School of Business where he completed his Bachelor of Science degrees in both Finance and Economics. While at NYU, he also served as captain of the men’s golf team and earned Division III All-America Scholar honors.
Kyle is a California native and currently resides in Hermosa Beach. He enjoys playing golf, beach volleyball, and traveling the world.