Invest for Today and Tomorrow —Dealing with Current Conditions
Recorded On: 04/13/2020
How do you make sense of current market and economic conditions in managing your investments? It’s about being prepared for different scenarios. We’ll help you review your approach, so you can stay on track towards meeting your goals.
Certified Financial Planner Professional
Mr. Vega is responsible for providing on-site Financial Planning Services to public employer retirement plans, including financial planning seminars, investment education, and individual consultations in the greater Los Angeles area. He assists individuals with their retirement and financial goals through the development and delivery of customized financial plans.
Prior to joining ICMA-RC in 2008, Mr. Vega provided personalized financial planning at Bank of America Investments, Inc., and Merrill Lynch, where he specialized in retirement, life insurance, and long-term care needs. Mr. Vega has 16 years of industry experience and is a Certified Financial Planner professional. In addition to this certification Mr. Vega also holds licenses from the State of California for life insurance as well as FINRA Series 7 and 66 Registered Representative licenses.
Mr. Vega earned his Bachelor of Science in Finance from California State University, Long Beach. Mr. Vega has also earned two masters degrees: an MBA from California State University, Los Angeles as well as a MA in Economics from California State University Fullerton. Mr. Vega is also an adjunct instructor of economics at local colleges and universities.