Becky Vasquez Email & Phone Number
Founder and Wealth Advisor @ Three Arch Wealth Management
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Becky Vasquez Location
- California, United States
Becky Vasquez Work
- 2025 -now Founder and Wealth Advisor @
- 2006 -2025 Senior Vice President, Wealth Advisor, CFP® @
- 1986 -2006 Senior Vice President @ Churchill Management Group
Becky Vasquez Education
- LDS Business School 1980-1981
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 California, United States, 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. Becky Vasquez holds a 1980 - 1981 LDS Business School. 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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