Becky Vasquez

Senior Vice President, Wealth Advisor, CFP®
Toll Free:
888-643-3133
Local:
949-502-0050
Fax:
949-502-0048
Read the press release here.
Advisors ranked using an algorithm designed to fairly compare the business practices of a large group of advisors based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred “best practices”, business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of advisors against each other. Ranking is not indicative of future performance.

Client Services Specialist

Anne Page

Phone: 949-428-0438

Becky Vasquez is a Senior Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. She has more than 29 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. She 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