South Bay Wealth Management Team
Kyle J. Saenz
CA Insurance Lic: 0H94154
- Click for the "real" me
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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!
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