01
Equity Compensation & Stock-Option Planning
Kyle helps clients evaluate stock options, restricted stock, tax considerations, liquidity needs, and the role employer equity can play in their broader financial plan.
Kyle
Demshki
Kyle Demshki, CFP®, is a Senior Financial Advisor at Signature Estate & Investment Advisors, LLC (SEIA) and a member of Partner Eric C. Pritz’s team. Since joining SEIA in 2017, Kyle has worked with high-net-worth individuals and families on investment management and comprehensive financial planning.
Kyle’s practice is particularly relevant to clients with equity compensation or a concentrated position in employer stock. He helps clients consider how stock options, restricted stock, liquidity needs, taxes, diversification, retirement plans, and long-term goals can be coordinated within a broader wealth strategy. He co-authored SEIA’s “Spaced Out from Stock Options,” which examines the planning challenges associated with equity compensation and concentration risk.
Beyond equity-compensation planning, Kyle works with clients on retirement planning, portfolio management, and tax-aware financial-planning considerations. His approach is centered on developing an investment and planning strategy that reflects each client’s current needs and can evolve as their goals, family circumstances, and financial complexity change.
As a CFP® professional and licensed insurance agent, Kyle can incorporate insurance and risk-management considerations into the broader wealth-management conversation when appropriate. He holds Series 7 and Series 66 securities licenses.
Before joining SEIA, Kyle served as an Associate Advisor at Joel Isaacson & Co. in New York City. He earned Bachelor of Science degrees in Finance and Economics from New York University’s Stern School of Business. While at NYU, Kyle served as captain of the men’s golf team and earned Division III All-America Scholar honors.
A California native, Kyle lives in Redondo Beach with his wife and son. Outside the office, he enjoys golf, beach volleyball, and travel.
Credentials
- CFP® — CERTIFIED FINANCIAL PLANNER™
Contact
Locations
Credentials
- CFP® — CERTIFIED FINANCIAL PLANNER™
Contact
Locations
Kyle’s Specialties
02
Concentrated-Stock & Diversification Strategies
For clients with a significant position in one company or investment, Kyle helps assess concentration risk and develop a thoughtful diversification strategy aligned with their goals.
03
Investment Management
Kyle works with clients to build and maintain investment portfolios that reflect their risk tolerance, time horizon, cash-flow needs, and long-term objectives.
04
Retirement Planning
He helps clients prepare for retirement by coordinating investment strategy, anticipated income needs, tax considerations, and the transition from saving to drawing on assets.
05
Tax-Aware Financial Planning
Kyle incorporates tax-aware considerations into financial and investment decisions, helping clients understand how taxes may affect their wealth strategy over time.
06
Insurance & Risk Management
As a licensed insurance agent, Kyle can incorporate insurance and risk-management considerations into a client’s broader financial plan when appropriate.
