Kyla Orr, FPQP®

Advisor

Kyla Orr undertakes a range of responsibilities crucial to the success of Premier Financial Group, primarily working with clients as an advisor. From portfolio creation to facilitating transfers, she ensures that client accounts are managed with precision and care. She is also instrumental in maintaining database integrity and moving crucial projects forward, contributing to the seamless functioning of operations.

Education & Background

  • California State Polytechnic University, Humboldt, 2010-2013
  • Advisor, Premier Financial Group, 2018-present

Credentials & Certifications

  • Notary Public, 2019-present
  • Series 65 License, 2022
  • Financial Paraplanner Qualified Professional® (FPQP), 2023

Specialties

Kyla fosters an office environment where every individual is valued and respected. Her focus on communication and honesty, both internally and with clients, underscores her dedication to enhancing client experiences, instilling peace of mind and confidence. Kyla’s constant pursuit of learning and development is driven by integrity, resilience, and adaptability — ensuring she stays at the forefront of industry knowledge and best practices.