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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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Employees

Aksana Muñoz

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

John Campbell

Retirement Plan Consultant

Rachel Fequiere

Principal, Senior Retirement Plan Consultant

Erin Schneider

Investment Research Analyst

Brent Chou

Investment Research Analyst

Mark Blom

Senior Wealth Advisor

Arash Navi

Controller & Wealth Manager

Rachel Fequiere

Retirement Plan Consultant

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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