Retirement Plan Services
Retirement Plan Services Advisor
Mario focuses on educating plan participants about their retirement plans. Mario enjoys advising and educating clients, providing sound advice, and building strong relationships.
Mario has worked in finance for over 14 years in various roles in retail banking: Financial Advisor, Relationship Manager, and Senior Wealth Consultant.
BA, San Francisco State University
Mario is involved with his local church and various school activities.
Outside of work, Mario enjoys spending time with his family. Mario and his family enjoy outdoor activities and listening to music.