Anthony Vargas
Associate Wealth Management Advisor @ Northwestern Mutual | CFP®
- Role
- Associate Wealth Management Advisor at Northwestern Mutual
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Anthony Vargas
One of my favorite quotes about my profession \"I\'ve never met someone that was planning to fail, but I\'ve met many people who were failing to plan.\"As an Associate Wealth Management Advisor & Certified Financial Planner at Northwestern Mutual, I work within a team that focuses on helping people achieve financial security. We do this by providing custom financial plans and solutions based on each client\'s goals and vision for the future. We like to describe our client base as high on tax and low on time. Our clients lean on our team to make sure that they are doing everything they can to to achieve their families financial goals. Our goal is to give them time back in their busy lives while keeping them informed so that they can make the best decisions. I have earned four designations in financial planning. The Certified Financial Planner (CFP), the Chartered Life Underwriter (CLU), the Chartered Special Needs Consultant (ChSNC), and the Chartered Financial Consultant (ChFC) designations, which demonstrate my commitments to professional excellence, being a lifelong learner, and adhering to the ethical standards in the financial services industry. Our team works almost exclusively with clients in the tech space. We are focused on planning around equity compensation and converting that into client\'s goals in a tax efficient way. If you are interested in learning more, please contact me at (61••••••68 or a••••••••@nm.com.
Experience
Associate Wealth Management Advisor
Jul 2024 — Present · San Diego, CA, US
Education
The American College of Financial Services
Chartered Special Needs Consultant, ChSNC®
The American College of Financial Services
Chartered Financial Consultant Designation, ChFC®
California State University, Long Beach
Bachelor’s Degree, Marine Biology
The American College of Financial Services
Chartered Life Underwriter, CLU®
Skills
- Social Networking
- Microsoft Office
- Time Management
- Powerpoint
- Microsoft Excel
- Customer Service
- Microsoft Powerpoint
- Minitab
- Leadership
- Microsoft Word
- Public Speaking
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