Kyle Saenz Email & Phone Number
Wealth Manager @ Monarch Wealth & Retirement Strategies
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Kyle Saenz Location
- Long Beach, CA, US
Kyle Saenz Work
- 2018 -now Wealth Manager @
- 2018 -now Wealth Manager @
- 2012 -2018 Financial Advisor @
- 2007 -2012 Licensed Banker @
Kyle Saenz Education
- California State University-Long Beach
Bachelor's degree (Business Finance)
2005-2010
Kyle Saenz Skills
- Strategic Financial Planning
- Investments
- Public Speaking
- Finance
- Customer Service
- Asset Allocation
- Strategic Planning
- Retirement Planning
- Mutual Funds
Kyle Saenz Summary
- Kyle Saenz, based in Long Beach, CA, US, is currently a Wealth Manager at Monarch Wealth & Retirement Strategies. Kyle Saenz brings experience from previous roles at The AmeriFlex Group®, Wells Fargo Advisors and Wells Fargo Bank. Kyle Saenz holds a 2005 - 2010 Bachelor's degree in Business Finance @ California State University-Long Beach. With a robust skill set that includes Strategic Financial Planning, Investments, Public Speaking, Finance, Customer Service and more. Kyle Saenz has 3 emails on RocketReach.
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