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
Give Me a Call
When you call into our office, I’ll be the voice greeting you on the other end! I’ve been with Vickie since 2017, and I serve as our team’s primary point of contact for client servicing matters. Outside of the office, I consider myself an avid foodie, and I’m always looking for new family adventures to do with my spouse and our daughter Dani.