CESAR VAZQUEZ, JR. has been appointed senior retirement-plan consultant. Vazquez will work directly with Tompkins’ wealth advisors and affiliate partners as their subject-matter expert. They will collaborate and identify ways in which Tompkins can bring value with improved retirement-plan solutions, as well as enhanced plan design, services for plan sponsors, and coordination of vendor relationships. […]
CESAR VAZQUEZ, JR. has been appointed senior retirement-plan consultant. Vazquez will work directly with Tompkins’ wealth advisors and affiliate partners as their subject-matter expert. They will collaborate and identify ways in which Tompkins can bring value with improved retirement-plan solutions, as well as enhanced plan design, services for plan sponsors, and coordination of vendor relationships. Vazquez comes to Tompkins Financial Advisors with 35 years of work experience, including 22 in the retirement-plan industry (with extensive knowledge in retirement-plan designs, compliance, and industry knowledge), 13 years in the financial and banking industry, having previously served as the retirement-plan service manager and consultant for Wealth Enhancement Group’s QCI Team, EPIC Retirement Plan Services, Lifetime Benefits Solutions, and more. He holds an associate degree in business administration from Monroe Community College, a bachelor’s degree in accounting from St. John Fisher College, and certification from Accredited Investments Fiduciary (AIF).
