Mario Iñiguez
Vice President
Mario has 18 years of industry experience in plan management, issue resolution, achieving plan metric goals, and serves as a Wealth Management Advisor. Mario has a strong passion for education which lends well to his ability to empower individuals to achieve their financial goals. He works with sponsors and their teams by conducting both group and individual meetings in English and Spanish. His robust skill set encompasses creating and executing financial solutions, tailored investment advice, retirement planning and legacy strategies.
Mario has FINRA licenses 6, 63, and 65, and he has been a certified Retirement Counselor through InFRE since 2013. In 2016, he was recognized by a major recordkeeper as Client Relations Manager of the Year. He graduated from Iowa State University, where he received his Bachelor of Arts in Electronic Media Studies and a Master of Arts in Interdisciplinary Graduate Studies.
Mario has FINRA licenses 6, 63, and 65, and he has been a certified Retirement Counselor through InFRE since 2013. In 2016, he was recognized by a major recordkeeper as Client Relations Manager of the Year. He graduated from Iowa State University, where he received his Bachelor of Arts in Electronic Media Studies and a Master of Arts in Interdisciplinary Graduate Studies.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
