Mayumi Santos
Pre-Retiree Specialist | 10-Year Retirement Countdown, 401(k) Rollovers & Income Planning | Financial Adviser
- Role
- Financial Planner at Prudential Advisors
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Mayumi Santos
Retirement is approaching, and the last 10 years matter most. I specialize in guiding pre-retirees to simplify accounts, stress-test investments against sequence-of-returns risk, and design a tax-aware income plan. Drawing on corporate finance leadership and advisory experience, I help clients decide what to do with old 401(k)s/403(b)s, assess Roth vs. traditional strategies, coordinate Social Security timing, and build protection for health and longevity risks. Typical engagements: 10-year and 5-year retirement readiness reviews, rollover decisions, income “floor” design, and legacy planning coordination. If you’re ~10 years out, ask for my one-page 10-Year Retirement Countdown.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of careand lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am not licensed in all jurisdictions.CA License Insurance #
Experience
Financial Planner
Jan 2026 — Present · Irvine, CA, US
Education
Southern States University
Master of Business Administration - MBA, Contabilidade e Finanças
2017 — 2019
FEI
Engenheira Metalurgista, Eng. metalúrgica
1992 — 1997
Insper Instituto de Ensino e Pesquisa
MBA em Financas
2010
Skills
- Forecasting
- Gestão
- Desenvolvimento De Novos Negócios
- Business Planning
- Planejamento Estratégico
- Negociação
- Gestão De Vendas
- Microsoft Excel
- Financial Analysis
- Strategy
- Microsoft Office
- Gestão De Ti
- Estratégia Empresarial
- Gestão De Tesouraria
- Business Strategy
- Strategic Planning
- Planejamento Empresarial
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