Esteban Vargas
Finance M.B.A Student | B.S. Finance | Acrisure LLC Licensed Producer SE (Property & Casualty and Life & Health) | Acrisure Truck Group
- Role
- Investment Portfolio Junior Financial Advisor at Savvy Wealth
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Esteban Vargas
I am a graduate of the University of Tampa, where I earned both my Bachelor’s degree in…
Experience
Investment Portfolio Junior Financial Advisor
May 2025 — Present · St. Petersburg, FL, US
As an Investment Portfolio / Junior Financial Advisor Intern at Savvy Wealth, I supported advisors in building and optimizing personalized investment portfolios for high-net-worth clients. I conducted market research, ETF analysis, and rebalancing recommendations to align portfolios with client goals and risk tolerance. I also assisted in preparing performance reports, portfolio reviews, and financial planning materials. During my internship, I gained hands-on experience with CRM platforms, investment dashboards, and participated in projects focused on improving client onboarding and financial literacy content.
Education
University of Tampa
Master of Business Administration - MBA
2021 — 2025
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