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South Bay Wealth Management Team

Kyle J. Saenz

CA Insurance Lic: 0H94154

Kyle can be reached at: or 310-707-2725

Wealth Manager

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Kyle Saenz

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!

Kyle Saenz

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

Affiliated Offices

Financial Transition Partners

Westlake Village, California

(818) 704-0001

Wellworth Financial

Ventura, California

(805) 692-4000

Monarch Wealth & Retirement Strategies

Woodland Hills, Los Angeles, California

(855) 529-4015

South Bay Wealth Management Team

Kyle J. Saenz

Contact Us Now San Pedro

Contact Us Now

8:30 a.m. PST – 5:00 p.m. PST
222 W. 6th Street,
Suite 400
San Pedro, CA 90731
(310) 707-2725
Or have one of our representatives contact you.