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Aksana Muñoz

Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant) at Benefit Financial Services Group

  • LinkedIn

Email Email: a****@bfsg.net

phone noPhone Number: (***)-***-****

I joined Benefit Financial Services Group in 2013 as an Investment Performance Analyst. Since then, I earned my Series 65 license, and obtained the ASPPA Qualified 401(k) Consultant (QKC)...

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BENEFIT FINANCIAL SERVICES GROUP

BENEFIT FINANCIAL SERVICES GROUP

  • description Description
    Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Benefit Financial Services Group Org Chart and Mapping

Employees

Arash Navi

Controller & Wealth Manager

Mark Blom

Senior Wealth Advisor

Brent Chou

Investment Research Analyst

Aksana Muñoz

Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant)

John Campbell

Retirement Plan Consultant

Fernando Leonardo

Investment Performance Analyst

Frequently Asked Questions Regarding Aksana Muñoz

Answer: Aksana Muñoz works for Benefit Financial Services Group as Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant)

Answer: Aksana Muñoz’s role in Benefit Financial Services Group is Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant)

Answer: Aksana Muñoz's email address is a***@gmail.com

Answer: Aksana Muñoz's business email address is a****@bfsg.net

Answer: Aksana Muñoz’s direct phone number is (***)-***-****

Answer: Aksana Muñoz works in the industry of: Investment Management

Answer: Aksana Muñoz is the current Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant) at Benefit Financial Services Group.... Read More

Answer: Aksana Muñoz works Benefit Financial Services Group located at 2040 Main St Ste 150, Irvine, California, 92614, United States

Answer: Benefit Financial Services Group's Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant) is Aksana Muñoz

Answer: Aksana Muñoz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@bfsg.net

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