Kyle Donald Dennehy

Employer firm

California Financial Advisors CRD 110152

$2.26B regulatory AUM 1,525 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 09/2016
  Mustang Soccer League
  Danville, CA
• 06/2017 → 09/2017
  Mustang Soccer League
  Danville, CA
• 06/2016 → 09/2016
  California Financial Advisor
  San Ramon, CA
• 09/2017 → 09/2017
  California Financial Advisors
  San Ramon, CA
• 09/2018 → 06/2019
  University Of California, Santa Barbara
  Santa Barbara, CA
• 06/2018 → 08/2018
  Kpmg
  San Francisoc, CA
• 09/2019 → 06/2022
  Kpmg
  San Francisco, CA
• 09/2015 → 06/2019
  University Of California, Santa Barbara
  Santa Barbara, CA
• 06/2019 → 09/2019
  Unemployed
  Danville, CA
• 07/2022 → Present
  California Financial Advisors
  San Ramon, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-18