Vincent Esparza Cfp, Clu, Nssa

Vincent Esparza has a strong background in financial planning and advisory roles. Since 2019, they have been the Managing Director of Esparza Group LLC, where they provide objective investment and retirement advice to clients. Prior to that, from 2001 until 2019, Vincent served as the Managing Director at American Portfolios Financial Services, where they offered comprehensive financial planning services, including investment management and insurance planning. Vincent also has experience as the Managing Partner at Herchold, Esparza and Johnson from 1994 to 2000, and as a Financial Planner at The Advisors from 1984 to 1986.

Vincent Esparza has an extensive education history in the field of financial planning and insurance. In 1976, they attended Phoenix College where they earned an Associates degree in Education and Business. Following this, from 1978 to 1980, they attended Arizona State University and obtained a Bachelor of Arts (B.A.) degree in Education.

Seeking further specialization in the financial planning industry, Esparza enrolled in the College for Financial Planning from 1985 to 1987. During this period, they completed a program to become a Certified Financial Planner (CFP). This education focused on various aspects of financial planning.

Esparza continued to enhance their knowledge and skills in the insurance sector, attending The American College of Financial Services from 1990 to 1992. During these two years, they pursued a program in Business and Personal Insurance Planning and earned the designation of Chartered Life Underwriter (CLU).

Recently, in 2018, Esparza pursued further educational opportunities with the National Social Security Association. Vincent completed their program focused on advanced strategies of Social Security options and obtained the title of National Social Security Advisor (NSSA).