As the Chief Financial Officer, Kyle Mann handles the finances and accounting, as well as providing oversight on investment advisor representative fees, payments, and general billing to the firm’s clients every month. His goal day in and day out is to ensure the financial stability and accuracy for both clients and advisors.
Educated at Brigham Young University where he studied Chemical Engineering, Kyle served as a missionary for two years in Argentina before building a career and buying ownership into an independent marketing organization. He was the head of annuity distribution until he joined Magellan in 2012, where he currently serves as Chief Operating Officer. He considers the financial services industry an opportunity to build relationships with people that at this point in his career, he regards as family. He believes in the planning process and the ability of the range products offered by the companies he works for to help people build wealth as well as retire securely and with peace of mind.
When not balancing the books or overseeing financial operations, Kyle stays involved in his community of Corona, California, where he is the father of three, enjoys working out and golfing, and is an avid snowboarder. A big supporter of the Amber Waves of Grain initiative to raise money for veteran charities, he can be seen as a sponsor at their annual event and beer tasting venue featuring more than 40 different microbreweries. He also does his part to support his local craft brewery, also veteran-owned and operated.
Monday - 9:00 am - 5:00 pm
Tuesday - 9:00 am - 5:00 pm
Wednesday - 9:00 am - 5:00pm
Thursday - 9:00 am - 5:00 pm
Friday - 9:00 am - 5:00 pm
Saturday - Closed
Sunday - Closed
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.