Kyle Fukuchi, ChFC®, CLU®, CDFA®
Executive Vice President / Financial Adviser
Kyle has been with Pacific Capital Resource Group, Inc. since 2002. Born and raised in Haleiwa, HI, Kyle is a graduate of the University of Washington. Kyle also acts as an investment advisor representative for Royal Alliance Associates, Inc.
Kyle is dedicated to providing optometrists and ophthalmologists with comprehensive financial services. Being a member of the OPTO Professional Network, he is committed to building and preserving optometrists’ and ophthalmologists’ financial independence and concentrates on long-term relationships founded on mutual trust and respect. He focuses on helping optometrists and ophthalmologists manage a diverse range of financial goals such as:
- Retirement planning
- Estate planning
- College funding
- Insurance (life, disability, long-term care)
- Investment planning
- Professional money management
- Asset allocation
- Executive planning
Kyle lives in Kirkland, WA. As a resident of Kirkland, he has taught numerous seminars for seniors and business owners. He is also a member of the University of Washington Alumni Association, Fred Hutch Innovators Network Council Member, and Business Networking International (Bellevue Chapter). Kyle enjoys playing soccer and golf in his free time. He also enjoys going to Sounders and Seahawks games.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and Investment Advisory Services are offered through Royal Alliance Associates, Inc., a registered investment adviser, member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not offer tax or legal advice. Pacific Capital Resource Group, Inc. (PCRG) is a licensed insurance agency. PCRG headquarters: 10900 NE 4th Street, Suite 2300 #2413, Bellevue, WA 98004, 425-658-0530, www.pcrg.com.
OPTO Professional Network is not affiliated with Royal Alliance Associates, Inc.
This information is being provided to you as a courtesy and should not be considered as endorsement of Kyle Fukuchi. When choosing a financial services professional, you should consider all of your options and consider interviewing several individuals prior to making your decision to determine who might be a good fit for you.