Sergio Zepeda's Location
San Antonio, TX, US
Sergio Zepeda's Work
- Field Agent @ Knights of Columbus Insurance
- Owner @ Allstate Financial Services, LLC
- Financial Advisor @ Valic Financial Advisors Inc.
- Personal Financial Professional @ Allstate Financial Services, LLC
- Financial Professional @ NettWorth Financial Group
- Director @ USAA
Sergio Zepeda's Education
- University of the Incarnate Word
MAA (Organizational Development)
2000 - 2003 - University of the Incarnate Word
BBA (Organizational Psychology)
1997 - 2000
Sergio Zepeda's Skills
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Pensions
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
Sergio Zepeda's Summary
Sergio Zepeda, based in San Antonio, TX, US, is currently a Field Agent at Knights of Columbus Insurance, bringing experience from previous roles at Star Financial Services, Valic Financial Advisors Inc., Allstate Financial Services, LLC and NettWorth Financial Group 118 Broadway St. Suite 220 San Antonio, Texas 78205 . Sergio Zepeda holds a 2000 - 2003 MAA in Organizational Development @ University of the Incarnate Word. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Fixed Annuities, Pensions and more, Sergio Zepeda contributes valuable insights to the industry. Sergio Zepeda has 5 emails on RocketReach.
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