Guillermo Vergara, financial and Insurance bilingual services, Sacramento
Guillermo has been in the industries of insurance, finance and customer service for a number
of years, helping individuals reach their goals through a process of financial analysis for their
families and their business. The key to this process is the one-on-one time that Guillermo
invests with his clients to learn and understand what their financial goals are, decide how they
want to invest their hard-earned dollars, and then create a strategic financial plan to suit their
needs and help them succeed.
Guillermo received his Bachelor’s and Master’s degree in Business Administration from the
University of Phoenix. He is passionate about providing financial strategies to help meet the
needs of his clients. He has attained his FINRA series 7 and 66 securities registrations, followed
by my Life and Health, and Property and Casualty licenses.
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of years, helping individuals reach their goals through a process of financial analysis for theirfamilies and their business. The key to this process is the one-on-one time that Guillermo
invests with his clients to learn and understand what their financial goals are, decide how they
want to invest their hard-earned dollars, and then create a strategic financial plan to suit their
needs and help them succeed.
Guillermo received his Bachelor’s and Master’s degree in Business Administration from the
University of Phoenix. He is passionate about providing financial strategies to help meet the
needs of his clients. He has attained his FINRA series 7 and 66 securities registrations, followed
by my Life and Health, and Property and Casualty licenses.
MORE
________________________________________________________________________
sacramento, california, finances, business finances, finance help, professional financial services, company finances, sacramento Investments,
retirmenet, bonds, stocks, annuities, life insurance, guillermo vergara, principal financial services, fixed annuities, ira, long term care insurance, sacramento insurance,
disability insurance, mutual funds, business protection, property, seguros en sacramento, servicio financieros en sacramento, casualty, spanish insurance agent, bilingual sacramento spanish insurance, bilingual financial services,
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