Sabino Vargas
Senior Financial Advisor at Vanguard
- Role
- Senior Financial Advisor at Vanguard
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Sabino Vargas
Sabino is a CERTIFIED FINANCIAL PLANNER™ professional who serves as a fiduciary and puts his clients\' interests first. He has over 20 years of financial services experience and is known for cultivating high performing, highly engaged teams.
Experience
Senior Financial Advisor
Mar 2011 — Present · Scottsdale, AZ, US
February 2021 to PresentSenior Financial AdvisorAs a senior financial advisor, Sabino works closely with high-net-worth clients to develop customized, goals-based financial plans. He serves as a financial coach, helps minimize taxes, and believes that clear goals, low cost, discipline, and balance are the most important principles for investing success. Sabino provides comprehensive financial planning.October 2016 to February 2021Financial AdvisorAs a financial advisor, Sabino worked closely with mass affluent and high-net-worth clients to develop customized, goals-based financial plans.August 2013 to October 2016SupervisorAs a supervisor, Sabino hired, developed, and managed a team of education savings specialists. He also revamped the department\'s performance management program by raising operational targets and improving employee differentiation in a pay for performance culture.October 2012 to August 2013Project LeadAs a project lead, Sabino led highly tenured and technical project teams on a variety of institutional client projects with a focus on flawless execution.March 2011 to October 2012Vanguard Accelerated Development ProgramAs a service administrator in the Vanguard Accelerated Development Program, Sabino accelerated professional growth by rotating through 5 business areas in both retail and institutional departments, with a focus on dealing with ambiguity and driving business impact. He also recruited at universities for Vanguard\'s Specialty Programs and mentored interns and program participants.
Education
Brophy College Preparatory
High School
2000 — 2004
W. P. Carey School of Business – Arizona State University
Bachelor’s Degrees, Finance, Management
2006 — 2010
Skills
- Customer Service
- Sales
- Investments
- 529 Plans
- Project Management
- Relationship Management
- Change Management
- Performance Management
- Financial Services
- Crm
- Coaching
- Business Relationship Management
- Financial Analysis
- Leadership
- Executive Presentation Skills
- Public Speaking
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