A complete list of active advisors currently associated with Vasquez Financial Consulting LLC

Warmer can help you find a great advisor at Vasquez Financial Consulting LLC or one who fits your needs even better.

The firm provides comprehensive financial planning, business and tax consulting, fractional CFO services, and discretionary investment management to individuals, families, business entities, and retirement plan sponsors. It offers both one-time planning engagements and ongoing advisory relationships that include portfolio construction, monitoring, and implementation across personal and employer-sponsored accounts. Portfolios are constructed using a mix of fundamental, quantitative, and technical analysis with a long-term trading orientation, generally focused on mutual funds, equities, fixed income, and ETFs while permitting alternatives when appropriate. The firm also serves as a documented ERISA fiduciary (3(21) or 3(38)) for some plan sponsors and provides participant guidance and employee education as part of its retirement-plan services. Notable for a solo independent adviser, the firm combines investment advisory services with business consulting and fractional CFO work and maintains affiliations outside the advisory business, including an insurance agency and a tax-preparation relationship, which the firm discloses as potential conflicts of interest. The adviser operates at a relatively small scale by AUM and client count, charges discrete per‑participant fees for plan education, and states it does not accept revenue sharing from third‑party administrators it partners with.

To learn more about the advisors currently working at Vasquez Financial Consulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.