CoverProfile

Kyle Mann

Chief Financial Officer

Foundations Investment Advisors

United States, California, Corona

About Me

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 fina

View more

Profile Information

Chief Financial Officer

Foundations Investment Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Corona

California

United States

Jun 28, 2025

More profiles to browse

JF
Jarrod Florence
President
DM
Desirae Martinez
Financial Planning Associate
JS
Joseph Stephenson
Financial Planning Associate
DL
Darren Leavitt
Chief Investment Strategist

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc