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
- Wealth Manager @ (November 2018 - Present)
- Wealth Manager @ (September 2018 - Present)
- Financial Advisor @ (August 2012 - September 2018)
- Licensed Banker @ (August 2007 - July 2012)
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 and 1 mobile phone numbers on RocketReach.
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