Kyle Sanders
Real Estate Investment Advisor
- Role
- Investment Advisor Representative at Sterling Group United
- Location
- Mesa, AZ, US
- LinkedIn followers
- 500 followers
About Kyle Sanders
Financial AdvisorEngage customers, discover their financial needs, educate clients on the different types of investments and how each investment works. Provide education on market cycles, the importance of a well balanced and diversified portfolio, how to take advantage of bull and bear markets. Put together a personalized action strategy for each prospective client and each of their financial goals. Put together tailored Financial portfolios for each client that is unique to them an their needs. Wealth and asset allocation, customizing portfolio strategies to make money last as long as possible with the least amount of risk. Perform budget/debt analysis when needed along with a plan of action to establish emergency funds and debt clearance. Work with both individuals and business owners alike. Educate business owners on the various types of retirement plans, help decide what the right plan is, and work with their tax professional to help maximize tax saving strategies for themselves and their business through their investments. Provide regular educational seminars for both clients and perspective clients (including employee education). Always available, and always provide outstanding Financial customer service.Investment Advisor48••••••64
Experience
Investment Advisor Representative
Jan 2013 — Present
I help families grow their assets and protect their future.I work with Doctors, Dentists, Real Estate Professionals, Teachers, Firefighters, Cops, or other first responders.I work with my clients to build meaningful relationships and provide financial security, growth, and stability. This is done using a diversified portfolio, quality investments, and a long-term investment outlook - we will look back in 20 years and celebrate our accomplishments. Call or visit our office where you will be greeted by Dawn and scheduled for a complimentary portfolio review.I am an independent, fee based financial advisor. Specializing in doing comprehensive written financial plans and then implementing them. Through my proven process I help my clients make rock solid financial decisions that allow them to reach their desired financial goals. Constantly communicating and evolving with you.
Education
Mesa Community College
Associate's degree, Business/Commerce, General
2002 — 2006
W. P. Carey School of Business – Arizona State University
Economics
Skills
- Investment Properties
- Fixed Annuities
- Investment Strategies
- Financial Planning
- Wealth Management
- Securities
- Public Speaking
- Estate Planning
- Investment Advisory
- Financial Advisory
- Asset Management
- Mutual Funds
- Investments
- Financial Planners
- Retirement
- Strategic Financial Planning
- Life Insurance
- Retirement Planning
- Series 7
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