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Perry Vasquez

Advisor at Vascorp Wealth Advisors

Updated today

Firm

Vascorp Wealth Advisors

Location

Arvada, CO 80002

Credentials

CFP®

Industry experience

27 years

About

Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.

Client services

Based on Vascorp Wealth Advisors

Financial planning Portfolio management

Expertise

Based on Vascorp Wealth Advisors

General retirement planning Retirement income strategy Medicare planning Annuities Multi-generational wealth transfer

Occupation focus

Based on Vascorp Wealth Advisors

Founder/Business Owner Retired

Demographic focus

Based on Vascorp Wealth Advisors

Approaching retirement Intergenerational Families

Fee options

Percentage

$0 - $1,500,000: 1.30% $1,500,000+: Negotiable

Commissions

Commissions earned from insurance product sales; commissions paid directly by insurance companies.

Project-based

Planning services billed at $250 per hour.

Other

Fee-only: Financial planning services charged $250 per hour, total plan cost ranges from $500 to $6,000 based on hours provided.

Location

8108 Ralston Road

Arvada, CO 80002

Most active in

Colorado

Work history

Genesee Wealth Strategists

2003 - Present (23 years)

Financial Planning Centers of America, Inc.

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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