Kyle Saenz, CF2

About Kyle Saenz

Kyle has been in the professional financial services industry for over 15 years. He received his Bachelor’s degree in Business Finance from California State University Long Beach.  He currently holds a BFA™, Behavioral Finance Advisor certification and is a Certified Financial Fiduciary®, as well as his Securities licenses Series 7, 66, and life insurance licenses in multiple states.
Kyle focuses on guiding individuals through major transitional life events, such as retirement, divorce, the death of a spouse or the selling of a business.  He specializes in advanced financial plan design, investment management, tax strategies, retirement planning, income planning, insurance planning, and estate planning strategies.