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Financial planning starts with understanding what matters most to you. I take the time to listen, learn about your priorities, and understand both where you are today and where you want to go. From there, I develop personalized financial strategies tailored to your individual needs, goals, and circumstances—because no two financial plans should look exactly the same.

Whether you’re building for the future, preparing for retirement, protecting the people and things that matter most, or navigating important financial decisions along the way, I’m here to provide clear guidance and thoughtful solutions. As your life and goals evolve, your financial strategy should evolve with you, providing a trusted resource and a plan designed around what matters most to you.

Smith Financial

Kyle Robert Smith

Financial Advisor

(530) 274-3672

ksmith2@ft.newyorklife.com

605 S Auburn St Ste J

Grass Valley, CA 95945

CA Insurance License: #0H07460

Schedule an Appointment

My areas of focus

I offer a range of financial solutions designed to help support your goals at every stage of life — from protecting what matters today to planning for the future. Below, you’ll find an overview of the products and strategies I can help you explore.

Investment Strategies

Personalized investment strategies designed to help you pursue your financial goals

Business and Retirement Planning

Customized financial strategies and retirement planning solutions for business owners

Life Insurance

Life insurance solutions that help ensure your loved ones are taken care of

Annuities

Annuity solutions tailored to help you prepare for retirement and create reliable income

Learn more

What you can expect

My approach to financial guidance focusing on your goals, priorities, and next steps. I’ll work with you to build an integrated strategy that safeguards what matters most to you, while also identifying opportunities for growth.

You can expect a personalized experience from a local advisor and dedicated office staff who are here to support you. Whether you have a question, need help with your accounts, or experience a change in your life, you have a team you know and can turn to.

Your financial strategy will be personally tailored to your individual needs, goals, and circumstances. Together, we’ll look at where you are today, where you want to go, and develop strategies designed specifically for you—not a one-size-fits-all approach.

Most importantly, our relationship is designed for the long term. As your career, family, finances, and priorities evolve, we’ll continue to review your strategy, make adjustments when appropriate, and help you confidently navigate the financial decisions that come with every stage of life.

Personal guidance. Dedicated local support. Financial strategies built around you.