CB&T Wealth Advisors | LPL Financial
Kyle Soscia
Vice President | Wealth Advisor
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Branch/Office Location
Kyle Soscia
Vice President | Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- FINRA Series 7 and 66 securities registration held with LPL Financial and Life & Health Insurance Licensed
- California State University, Long Beach | Bachelor's Degree in Finance
Professional Background
Kyle Soscia brings 12 years of experience in the financial industry to help clients achieve financial independence. He has been part of Zions Wealth since early 2026. Prior to this role, he served as a Wealth Advisor at Asset Preservation based in Las Vegas Nevada. Kyle is passionate about helping clients make confident, informed decisions with their finances and helping them pursue the life they’ve always dreamed of. He holds a Finance Degree from California State University, Long Beach.
A native to southern California, he enjoys spending time with his two daughters and wife. When he is not a busy family man, you can usually catch him outside on the golf course or at the beach.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. California Bank & Trust, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.