Kyla Yagi, FPQP
Paraplanner
Kyla supports the financial planning process at Medicus Wealth Planning by assisting with client meeting preparation, developing financial plan components, and conducting ongoing analysis to help clients stay on track toward their goals. As a Financial Paraplanner Qualified Professional™, she brings a detail-oriented approach and a strong commitment to helping clients feel confident and informed throughout their financial journey.
Outside of work, Kyla enjoys staying active through pickleball, golf, and working out. Her favorite moments are spent with her two kids, whether they’re out on an adventure or just enjoying time together at home.
Favorite Food
Mexican Food
Favorite Hobby
Spending time with my two sons, pickleball and golf.
Fun Fact
I’m all about quality time with my family, especially if there’s a board game involved and a little friendly competition.