About
Mario
Mario focuses on educating plan participants about their retirement plans. He enjoys advising clients by providing sound recommendations and building strong relationships.
Mario has worked in finance for more than 14 years in various roles in retail banking: Financial Advisor, Relationship Manager, and Senior Wealth Consultant. He is also involved with his local church and various school activities.
Outside of work, Mario enjoys spending time with his family enjoying outdoor activities and listening to music.
Education and Professional Milestones
-San Francisco State University – bachelor’s degree
Mario focuses on educating plan participants about their retirement plans. He enjoys advising clients by providing sound recommendations and building strong relationships.
Mario has worked in finance for more than 14 years in various roles in retail banking: Financial Advisor, Relationship Manager, and Senior Wealth Consultant. He is also involved with his local church and various school activities.
Outside of work, Mario enjoys spending time with his family enjoying outdoor activities and listening to music.
Education and Professional Milestones
-San Francisco State University – bachelor’s degree