Kyle Mendez

Hello, my name is Kyle Mendez and I'm a dedicated individual with a passion for empowering others to achieve their financial goals and dreams. With a strong background in finance and a genuine desire to see others succeed, I take pride in providing valuable guidance and support on their journey to financial freedom.

• Volunteer at El Cajon Crisis House - Supporting housing for domestic violence survivors - 2024.
• Member of NAMI Club (National Alliance on Mental Illness) MiraCosta College 2017
• MiraCosta STREAM festival Volunteer 2018 & 2019

• Experience in Corporate Finance, Investment analysis and securities analysis through college education and current job.
• Experience analyzing a company / stock valuation and portfolio management through The Cougar Fund Club at CSUSM.

• Graduated Honors Cum Laude in Business Finance.
• Obtained Honors recognition every Semester at CSUSM college.
• Part of the biggest Financial Merger in History with TD Ameritrade and Charles Schwab.
• Consistently achieve "World Class" recognition for call reviews from management at current position.

• Currently Obtaining SIE Licensing.

When I'm not immersed in financial matters, you can find me enjoying sports, particularly engrossed in football and basketball. I find great joy in following the ups and downs of my favorite teams. Fantasy football is one of my favorite things to do during the NFL season.

Despite my enthusiasm for sports, my top priority will always be spending quality time with my family. Whether it's sharing laughter, embarking on adventures, or simply enjoying a cozy evening at home, my loved ones hold a special place in my heart. Through my love for finance, sports, and family, I aspire to make a positive impact in the lives of those around me, inspiring them to thrive in all aspects of life.