Aaron Vasquez
Client Manager @The Baldwin Group
Irvine, CA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Client Manager @The Baldwin Group
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Irvine, CA, US
Building client relationships with the highest level of decision makers for their companies defined contribution plan by serving as the primary line of communication between the client and their recordkeeper, and/or TPA.At Baldwin Group I am associated with Baldwin Group Wealth Advisors, LLC.
SKILLS
Risk ManagementTax- Deffered Investment PlanningSeries 24Financial Needs AnalysisSeries 7Insurance PlanningPension PlanningRetirement PlanningSeries 66
ABOUT AARON VASQUEZ
Client Manager at The Baldwin Group
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