Becky Vasquez Email & Phone Number
Founder and Wealth Advisor @ Three Arch Wealth Management
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Becky Vasquez Location
- Irvine, CA, US
Becky Vasquez Work
- Founder and Wealth Advisor @ (January 2025 - Present)
- Senior Vice President, Wealth Advisor, CFP® @ (November 2006 - January 2025)
- Senior Vice President @ (June 1986 - October 2006)
Becky Vasquez Education
- Ensign College
Becky Vasquez Skills
- Asset Managment
- Wealth Management
- Mutual Funds
- Retirement Planning
- Retirement
- Investment Strategies
- Financial Advisory
- Valuation
- ETFs
- Series 65
- Investment Management
- Asset Management
- Financial Analysis
- Alternative Investments
- Series 63
- Series 7
- 401k
- High Net Worth Individuals
- Equities
- High Net Worth
- Financial Services
Becky Vasquez Summary
- Becky Vasquez, based in Irvine, CA, US, is currently a Founder and Wealth Advisor at Three Arch Wealth Management. Becky Vasquez brings experience from previous roles at Index Fund Advisors, Inc. and Churchill Management Group at Focus Partners Wealth. Becky Vasquez holds a Ensign College. With a robust skill set that includes Asset Managment, Wealth Management, Mutual Funds, Retirement Planning, Retirement and more. Becky Vasquez has 2 emails and 3 mobile phone numbers on RocketReach.
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