Emilio Vela-Negrete
Director of Financial Wellness & Client Success @World Investment Advisors
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WORK HISTORY
Director of Financial Wellness & Client Success @World Investment Advisors
Long Beach, CA, US
EDUCATION
UC Santa Barbara
Bachelor's degree, Communication and Spanish
Universite de Lumiere II
B.A, French
USC Marshall School of Business
Master of Business Administration
ABOUT EMILIO VELA-NEGRETE
I am a program and client success leader with 10+ years of experience in the retirement and financial wellness space, building and scaling solutions that drive measurable employee engagement and business impact. At WORLD, I lead cross-functional teams and strategic partnerships to deliver tailored, scalable programs that help employees make confident financial decisions while reducing employer burden. I take a hands-on approach to solving problems, improving systems, and identifying opportunities to strengthen client relationships and uncover future revenue potential. I collaborate across departments to evolve our program strategy and ensure alignment with both business goals and workforce needs. My work centers on people, strategy, and technology. I am passionate about creating solutions that scale, supporting long-term client success, and delivering meaningful outcomes across the organizations we serve. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC.(Member FINRA/SIPC). World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC. Please note: Third-party posts on this profile do not reflect the views or endorsement of WORLD Investment Advisors and have not been reviewed for accuracy or completeness.
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