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Jesus V
Series 63, Series 66
Carmel, IN
Vasquez Financial Consulting LLC
Jesus Vasquez is the principal advisor at Vasquez Financial Consulting LLC in Carmel, Indiana. He holds Series 63 and Series 66 registrations and has six years of industry experience. In addition to his advisory work, he is the owner of Vasquez Group, LLC, providing tax preparation and business consulting, and he works as an instructional assistant with Carmel Clay Schools. Vasquez Financial Consulting LLC offers comprehensive financial planning, business and tax consulting, fractional CFO services, and discretionary investment management to individuals, families, business entities, and retirement plan sponsors. The firm constructs portfolios using fundamental, quantitative, and technical analysis with a long-term focus, and it provides fiduciary retirement plan services including participant guidance and employee education.
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