Becky Vasquez, CFP®

Senior Vice President
Wealth Advisor
Toll Free:

Sr. Client Services Specialist

Judy Baba

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 33 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 the proud mother of Britney and Tyler and the grandmother to 3-year old Tucker. She serves and has served in many volunteer capacities for her community and church.

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