Meet Vickie Intriago, CFP®

vintriago@cfiemail.com

I entered the financial services industry in 1993, just a few years after earning my bachelor’s degree in finance. I fell into my first job at T. Rowe Price & Associates, and I haven’t stopped enjoying the financial field since. As a passion for the industry grew, I continued expanding my experience by working as a 401(k) enrollment specialist at Union Bank as well as a financial advisor at AXA Advisors and a consultant at LPL Financial.

Throughout my career, I’ve gained extensive experience in 401(k) education and retirement planning. This experience, combined with my CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional designations, helps me advise my clients on how to reach and maintain a successful retirement.

I pride myself on being one of the few female, Spanish-speaking professionals in the United States with my designations and experience. As a member of the CFP Mentorship program, I work with other financial planning professionals to focus on addressing the gender gap in our industry. Additionally, I’m a member of the Financial Planning Association, South Bay Estate Planning Council, Provisors and a founding member of the National Latina Business Women’s Association.

I currently hold my FINRA Series 7, 63 and 65 registrations as well as life and health insurance registration

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I am the Client Service Associate at the office of Vickie Intriago, CFP ©. I am the first point of contact with clients. I handle all client-related inquiries and oversee and manage the onboarding process for new clients.

I joined Vickie in March of 2024 after working as an assistant to another advisor at Centaurus Financial. I completed my Bachelor’s Degree in Cognitive Psychology and my Master’s degree in Education at the University of California, Irvine.

I enjoy spending time with my family, working out, and going to the beach.