South Bay Wealth Management Team - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

South Bay Wealth Management Teamameriflex2022-03-08T23:14:55+00:00

SOUTH BAY WEALTH MANAGEMENT TEAM

Contact Us Now

Address:
222 W. 6th Street,
Suite 400
San Pedro, CA 90731
Phone:
(310) 707-2725
Or have one of our representatives contact you.

MEET THE WEALTH MANAGEMENT TEAM

Kyle J. Saenz

CA Insurance Lic: 0H94154

Wealth Manager

Professional Me
Real Me

Professional Me

Kyle can be reached at:

Email: [email protected]
Direct Line: 310-321-4022

Kyle is a graduate of the University of Long Beach with a degree in Business Finance. Prior to joining AmeriFlex, Kyle spent over a decade at Wells Fargo specializing in business banking and lending where he helped clients with business start-up all the way to career retirement. His focus now is to help business owners design company retirement plans, and, to help individuals retire with confidence!

Real Me

Birth Place: Merced California (Central Valley)

Favorite Childhood Memory: Waking up early with my dad and brother to drive to the snow and earning our lift ticket by working with the ski patrol before the mountain was open.

Hobbies: Snowboarding keeps me busy during the winter, and summer time is for surfing. Golf and cycling are my year-round sports.

Passion: Helping people with their finances has always been something I enjoy. From educating my friends in school about credit cards, to setting up clients with their first business account and loan at the bank, it’s all important. Now, the retirement side is my focus, and I enjoy helping people achieve an enjoyable retirement.

Family Life: I enjoy teaching my niece and nephew how to ride the waves in Southern California when they visit.

Favorite Quotes: “Once you replace negative thoughts with positive ones, you’ll start having positive results.”- Willie Nelson

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.