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

Kyle Mann
Chief Financial Officer
Foundations Investment Advisors
United States, California, Corona
About Me
Profile Information
Chief Financial Officer
Foundations Investment Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Corona
California
United States
Jun 28, 2025
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