Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Vasquez is a Certified Financial Planner® with over 20 years of experience in the financial services industry. Becky currently works at Three Arch Wealth Management LLC, where she provides financial planning and portfolio management services to individuals. Becky is registered to provide investment advisory services in California, Louisiana, and Texas. Prior to joining Three Arch Wealth Management LLC, Becky worked at Index Fund Advisors. Becky holds a Series 65 license and a Series 2 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
01/08/2025 - Present
Three Arch Wealth Management LLC (IRVINE CA)
IA
Issued 07/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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