Kyle McMillan
Chief Executive Officer at Pony Up
Based in Santa Barbara, United States
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Seniority
C-Team
Department
General Business & Management
Location
Santa Barbara
Industry
Entertainment
Company size
5
Contact information
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k•••••••@ponyup.fun
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Background
About Kyle McMillan
WHAT WE DO: We help medical professionals, women in tech, and business owners reduce taxes, protect their income, and build long-term wealth through personalized financial strategies that go beyond traditional retirement plans. HOW WE DO IT: We design tailored financial strategies that include Indexed Universal Life (IUL), annuities, and advanced protection tools — all built to grow wealth tax-efficiently while minimizing risk. We focus on: • Tax-advantaged income planning • Lifetime income solutions • Legacy and wealth transfer strategies • Holistic retirement gap analysis WHAT MAKES US DIFFERENT: Most of our clients come to us already working with an advisor or CPA — but still looking for more clarity, stronger protection, or smarter tax strategies. We don’t sell one-size-fits-all products. We help you understand how to turn monthly income into long-term financial freedom, while protecting what matters most — your lifestyle, your family, and your legacy.
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