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Aksana Muñoz, Qkc, Qka, Cpfa® Email & Phone Number

Senior Client Services Manager and Retirement Plan Specialist, QKC, QKA, CPFA at Benefit Financial Services Group (BFSG)
Location: Irvine, California, United States 7 work roles 2 schools
1 work email found @bfsg.com 1 phone found area 949 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@bfsg.com
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Benefit Financial Services Group (BFSG)
Role
Senior Client Services Manager and Retirement Plan Specialist, QKC, QKA, CPFA
Location
Irvine, California, United States
Company size
34 employees

Who is Aksana Muñoz, Qkc, Qka, Cpfa®? Overview

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Quick answer

Aksana Muñoz, Qkc, Qka, Cpfa® is listed as Senior Client Services Manager and Retirement Plan Specialist, QKC, QKA, CPFA at Benefit Financial Services Group (BFSG), a with 34 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at bfsg.com, phone signal with area code 949, and a matched LinkedIn profile for Aksana Muñoz, Qkc, Qka, Cpfa®.

Aksana Muñoz, Qkc, Qka, Cpfa® previously worked as Lead Client Services Manager / Retirement Plan Specialist, QKC (Qualified 401k Consultant) at Benefit Financial Services Group (Bfsg) and Client Services Manager, QKA® (Qualified 401(k) Administrator) at Benefit Financial Services Group (Bfsg). Aksana Muñoz, Qkc, Qka, Cpfa® holds Lebow College Of Business, Bachelor Degree In Business Administration With Concentration In Finance from Drexel University'S Lebow College Of Business.

Company email context

Email format at Benefit Financial Services Group (BFSG)

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*@bfsg.com
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AeroLeads found 1 current-domain work email signal for Aksana Muñoz, Qkc, Qka, Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About Aksana Muñoz, Qkc, Qka, Cpfa®

Benefit Financial Services Group (“BFSG”) provides complete retirement consulting and management for both employers and individuals. Whether providing compliance advice to the fiduciaries of an employer-sponsored retirement plan, or managing the portfolio of an individual seeking a sound financial future, we strive to operate in a conflict-free environment and place the interests of the client first. As a Registered Investment Advisor firm, we serve our clients in a fiduciary capacity and do not receive commissions or sell products of any kind.

Listed skills include Microsoft Excel, Powerpoint, Investments, Analysis, and 21 others.

Current workplace

Aksana Muñoz, Qkc, Qka, Cpfa®'s current company

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Benefit Financial Services Group (BFSG)
Benefit Financial Services Group (Bfsg)
Senior Client Services Manager and Retirement Plan Specialist, QKC, QKA, CPFA
Irvine, CA, US
Website
bfsg.com
Employees
34
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Company profile
View company profile Email format
7 roles

Aksana Muñoz, Qkc, Qka, Cpfa® work experience

A career timeline built from the work history available for this profile.

Ib Finance & Business Project Management Analyst

Jp Morgan Chase

New York, Ny, Us

Supported end to end Investment Bank projects. Participated in comprehensive full project life cycle execution, including initiating, planning, business requirements gathering, functional design and build, as well as test planning, execution and implementation. Served as liaison between IB Finance and technology for development of IB wide applications.Performed project tasks that included defining project scope, making risk assessments, developing the project plan, and coordinating user acceptance testing (UAT). Built, analyzed and maintained project databases. Delivered weekly project progress reports to senior management. Prepared support documentation, including Operating Model documents. Managed test cases to ensure the General Ledger system’s continual functionality and performance. Communicated project delays and issues to stakeholders.

Jan 2011 - Jun 2011

Risk Analyst (Internship)

Exelon Corporation

Chicago, Il, Us

EXELON CORPORATION (Energy)Holds one of the industry’s largest portfolios of electricity generation capacity,Reviewed all securities transactions to ensure accuracy of information and conformance to governing agency regulations.Audited the accuracy of daily trade deals and addressed discrepancies.Produced reports or presentations that outlined findings, explained risk positions, and recommended changes.

Sep 2009 - Mar 2010

Real Estate Agent

Remax All Stars

Acted as an intermediary in negotiations between buyers and sellers, generally representing one or the other. Advised clients on market conditions, prices, mortgages, legal requirements and related matters. Promoted sales of properties through advertisements, open houses, and participation in multiple listing services. Coordinated property closings, overseeing signing of documents and disbursement of funds. Collaborated with home inspectors and appraisers in determining actions that needed to be taken prior to closing.

Aug 2006 - Sep 2009
Team & coworkers

Colleagues at Benefit Financial Services Group (BFSG)

Other employees you can reach at bfsg.com. View company contacts for 34 employees →

PH Paul Horn Paul Horn Colleague at Benefit Financial Services Group (Bfsg)Irvine, California, United States View → HS Huaze S. Huaze S. Colleague at Benefit Financial Services Group (Bfsg)United States View → FL Fernando Leonardo Fernando Leonardo Colleague at Benefit Financial Services Group (Bfsg)Irvine, California, United States View → TS Tina Schackman, Cfa®, Cfp® Tina Schackman, Cfa®, Cfp® Colleague at Benefit Financial Services Group (Bfsg)Irvine, California, United States View → NM Nomfundo Millicent Nomfundo Millicent Colleague at Benefit Financial Services Group (Bfsg)Pretoria, Gauteng, South Africa View → KJ Keith Johnson, Jr., Cfp® Keith Johnson, Jr., Cfp® Colleague at Benefit Financial Services Group (Bfsg)Littleton, Colorado, United States View → DS Darren Stewart, J.D. Darren Stewart, J.D. Colleague at Benefit Financial Services Group (Bfsg)Anaheim, California, United States View → ES Erin Schneider Erin Schneider Colleague at Benefit Financial Services Group (Bfsg)Irvine, California, United States View → SY Steven Yamshon Steven Yamshon Colleague at Benefit Financial Services Group (Bfsg)United States View → PD Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Colleague at Benefit Financial Services Group (Bfsg)Anaheim, California, United States View →
2 education records

Aksana Muñoz, Qkc, Qka, Cpfa® education

Lebow College Of Business, Bachelor Degree In Business Administration With Concentration In Finance

Drexel University'S Lebow College Of Business

Bachelor’S Degree, Marketing

Vitebsk State Technological University
FAQ

Frequently asked questions about Aksana Muñoz, Qkc, Qka, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Aksana Muñoz, Qkc, Qka, Cpfa® work for?

Aksana Muñoz, Qkc, Qka, Cpfa® works for Benefit Financial Services Group (BFSG).

What is Aksana Muñoz, Qkc, Qka, Cpfa®'s role at Benefit Financial Services Group (BFSG)?

Aksana Muñoz, Qkc, Qka, Cpfa® is listed as Senior Client Services Manager and Retirement Plan Specialist, QKC, QKA, CPFA at Benefit Financial Services Group (BFSG).

What is Aksana Muñoz, Qkc, Qka, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @bfsg.com for Aksana Muñoz, Qkc, Qka, Cpfa® at Benefit Financial Services Group (BFSG).

What is Aksana Muñoz, Qkc, Qka, Cpfa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 949 for Aksana Muñoz, Qkc, Qka, Cpfa® at Benefit Financial Services Group (BFSG).

Where is Aksana Muñoz, Qkc, Qka, Cpfa® based?

Aksana Muñoz, Qkc, Qka, Cpfa® is based in Irvine, California, United States while working with Benefit Financial Services Group (BFSG).

What companies has Aksana Muñoz, Qkc, Qka, Cpfa® worked for?

Aksana Muñoz, Qkc, Qka, Cpfa® has worked for Benefit Financial Services Group (Bfsg), Jp Morgan Chase, Exelon Corporation, and Remax All Stars.

Who are Aksana Muñoz, Qkc, Qka, Cpfa®'s colleagues at Benefit Financial Services Group (BFSG)?

Aksana Muñoz, Qkc, Qka, Cpfa®'s colleagues at Benefit Financial Services Group (BFSG) include Paul Horn, Huaze S., Fernando Leonardo, Tina Schackman, Cfa®, Cfp®, and Nomfundo Millicent.

How can I contact Aksana Muñoz, Qkc, Qka, Cpfa®?

You can use AeroLeads to view verified contact signals for Aksana Muñoz, Qkc, Qka, Cpfa® at Benefit Financial Services Group (BFSG), including work email, phone, and LinkedIn data when available.

What schools did Aksana Muñoz, Qkc, Qka, Cpfa® attend?

Aksana Muñoz, Qkc, Qka, Cpfa® holds Lebow College Of Business, Bachelor Degree In Business Administration With Concentration In Finance from Drexel University'S Lebow College Of Business.

What skills is Aksana Muñoz, Qkc, Qka, Cpfa® known for?

Aksana Muñoz, Qkc, Qka, Cpfa® is listed with skills including Microsoft Excel, Powerpoint, Investments, Analysis, Sales, Microsoft Office, Medical Devices, and Regulatory Affairs.

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