Tompkins Financial Advisors Grows Team with Senior Retirement Planning Consultant
In their ongoing effort to provide exceptional services to their clients, Tompkins Financial Advisors has appointed Cesar Vazquez Jr. as senior retirement plan consultant. Vazquez will help enable the growth of Tompkins Financial Advisors’ retirement plan consulting offerings. 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.
“Tompkins is proud to grow alongside our clients as we see vast developments to their portfolios so that we can better assist them in every aspect,” said James Sperry, senior vice president and managing director for Tompkins’ Western New York region. “We could not have asked for a better appointment to this position and for someone to work so closely with our clients, than Cesar.”
Vazquez comes to Tompkins Financial Advisors with 35 years’ 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). Vazquez currently resides in Webster, New York with his wife Ivette, and daughters Marissa and Alicia.
About Tompkins Financial Advisors:
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading New York State-based financial services holding company. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. Locations include Ithaca, NY; Rochester, NY; Buffalo, NY; Mt. Kisco, NY; Wyomissing, PA, and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Community Bank affiliate locations.
For more information, visit http://www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.
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