Becky Vasquez, CFP®

Senior Vice President
Wealth Advisor
Toll Free:

Senior Client Service Specialist

Jeff Sims

Phone: 949-428-0458

Becky Vasquez is a Senior Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. She has more than 30 years of experience in the financial services industry, is a Certified Financial Planner (CFP®) and has a Certificate in Personal Financial Planning from University of California, Irvine Extension.

Becky specializes in advising high net worth clients with extensive expertise in personalized asset allocation, retirement planning and tax efficient strategies. She also has many years of experience in advising investment committees for endowments, foundations, and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Becky is married to Steve and lives in Huntington Beach, California. She is a bookworm, enjoys playing pickleball and skiing, and loves exploring the world. Becky has served in many volunteer capacities for her community and church.

Certified Financial Planner™ (CFP®) is a designation received upon passing the course work and exam administered by the Certified Financial Planner Board of Standards, Inc. (CFB Board).

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity