Marco A. Contreras - Financial Strategist Email and Phone Number
Marco A. Contreras - Financial Strategist work email
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Marco A. Contreras - Financial Strategist personal email
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As a Latin American Financial Strategist (born and raised in Mexico and living in Texas for 30 years now), my focus is to help Latin American business owners, executives, and their families to prepare for retirement without outliving their money.We always were sold the “American Dream”, meaning owning a house, but for me, the real dream should be financial independence and freedom during this part of everybody’s life: retirement. An interesting number is that now 64% of households in the United States (around 80 million) are unprotected financially during retirement.My clients come to me when they: ✔ Want to know the best way to save for retirement, preferably optimizing tax liabilities.✔ Need guidance on how to proper create a budget for those many years left after stop actively working✔ Want to know what major expenses they may face and how to be protected.✔ Want to to make sure their 401k or any other retirement accounts are enough to live as they want.✔ Need to know if long term care is an option.The economic and life expectancy landscape has changed. Now, you must realize that retirement is a part of your life that can last 25-30 years (suppose you will live until age 85-90) years. The average balance in retirement accounts in the USA is around $280,000 USD. Do you think this is enough to live 20 years?I have now, more than ever, the responsibility to provide valuable information to my clients to prepare for retirement. My clients have the responsibility to prepare and act for those 25-30 years ahead.I have been asked many times these questions:❌ What is the life expectancy now for a male or female?❌ When should I start saving for retirement?❌ Can I live on social security alone?❌ What is the best strategy to save in a tax efficient environment?❌ Can I have a pension for life as my grandparents had?❌ If I move back to my country of origin, do I lose my benefits? After meeting with me, many of my clients:🎯 Understand the importance to prepare for retirement.🎯 Know they have different options to achieve this “American Dream.”🎯 Consider creating a retirement security strategy starting now.🎯 Know the Do’s and Dont’s during retirement.If you are ready to start the conversation, please feel free to contact me.I invite you to send me a message here on LinkedIn, via email or schedule a quick 15-minute introductory call where we can chat about your specific needs.🗓Schedule a videoconference:https://calendly.com/marcocontrerasSend me an email to marco.contreras@exfinia.comBest Always! Marco
Farmers Insurance
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Agency OwnerFarmers Insurance Dec 2022 - PresentWoodland Hills, Ca, UsSenior insurance executive serving individuals, business owners, executives, and their families in Texas, to guide them in building a solid strategy to protect whatever matters most to them. -
Insurance AgentFarmers Insurance Sep 2021 - Dec 2022Woodland Hills, Ca, UsProtégé P&C and Life insurance agent for Farmers Insurance -
Financial StrategistExfinia Financial Services, Inc. Oct 2018 - PresentHouston, Texas, UsHelping domestic and international individuals, families and businesses navigate a sound course toward financial independence. As financial professionals we partner with clients to help them make informed and effective financial decisions. We believe that their financial success is built by our team gaining an understanding of their objectives and then offering guidance using state-of-the-art tools and processes. -
Investor And AdvisorBluagent Technologies Oct 2018 - PresentTrucking compliance made easy. The first All-in-One Safety compliance platform for US domestic and international trucking companies.BluAgent Technologies is a SaaS platform for organizations that utilize all types of transportation vehicles as part of their operation. Our software is a must to be used for companies that are regulated by United States Department of Transportation (U.S. DOT), while improves operation and saves money to companies that are not regulated. Our platform simplifies the entire safety compliance process for our customers and removes the complexity from the D&A testing program, driver and vehicle safety compliance and extensive required reporting. -
Chapter PresidentBni Katy Cypress Latino Jul 2020 - Apr 2024Charlotte, North Carolina, UsBNI is the world's largest business networking and referral organization built on the philosophy of Givers Gain.® This is a culture of building consistent, proactive, and reciprocal business relationships. BNI helps members develop a structured, positive, and professional referral marketing program that provides opportunities to:- Gain new business.- Receive business education.- Improve business networking skills with positive business people.- Speak about business before an audience of positive, like-minded business people.- Develop business relationships and create a group of trusted advisors.- Network and communicate with more than 250,000 members in more than 76 countries. -
Avp MarketingIat Insurance Group Oct 2001 - Sep 2018Raleigh, Nc, Us• Development, recommendation and implementation, in a cultural-driven environment, of the marketing strategies for the international line of business in the group, Commercial Alliance Insurance Company (CAIC).• Managed and executed the Marketing budget for CAIC.• Built a uniform and strong corporate image/brand among its associates, employees, partners and customers in both domestic and international markets.• Position "CAIC Seguros USA" brand as top of mind and market leader in its specialty market.• Developed and executed sales and marketing strategy for new CAIC's insurance products.• Executed a growth sales strategy from $300K in 2001 to $45M in 2018.• Strengthened relationships with the 800+ company domestic and international sales representatives.• Coordinated and lead the sales, operation and marketing teams going from our corporate headquarters in Houston, TX to nine regional offices in Mexico.• Analyze social, economic and political facts and news in both Mexico and the USA to develop business strategies.• Participated in IAT Insurance Group’s corporate branding and marketing strategy.• Active member of IAT Insurance Group leadership team. -
International Accounts ManagerCommercial Alliance Insurance Company 2001 - 2007Houston, Tx, UsDeveloped the marketing strategy, corporate communications and training program in USA and Mexico.Participated in the implementation of the sales incentive structure for Company’s flagship insurance product (Non Resident Auto).Understand laws and regulations for the insurance and legal framework in USA and MexicoAnalyze social, economical and political information in both Mexico and the USA to further presentation to board members and company officialsExtensive travel to Mexico for business development -
Advisor For The Consul GeneralConsulado De Mexico 1999 - 2001Responsible for the promotion and development of international business between Mexico and the city of Houston. Developed and executed social, educational and cultural activities for the betterment of the Mexican and Latino communities in Houston.Accountable for Consul General’s interactions and responsibilities to the Federal Government of Mexico. -
Head Of International Business Promotion At PcmeMexican Secretary Of Foreign Affairs 1995 - 1999México, D.F., México Distrito Federal, MxCollaborated with Mexico’s Consular Posts in the United States for the promotion and development of international business and alliances in both countries. Coordinated meetings between the Office of the President and Federal Ministries of Mexico and USA Latino leaders.Advisor to the Chairman of the Mexican Council for Hispanic Business.
Marco A. Contreras - Financial Strategist Skills
Marco A. Contreras - Financial Strategist Education Details
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Thunderbird School Of Global ManagementGlobal -
Columbia Business SchoolStrategic Marketing Management -
Tecnológico De MonterreyInternational Business -
Tecnológico De MonterreyHow To Do Buisness In Mexico. -
Barry UniversityNorth America Free Trade Agreement (Nafta)
Frequently Asked Questions about Marco A. Contreras - Financial Strategist
What company does Marco A. Contreras - Financial Strategist work for?
Marco A. Contreras - Financial Strategist works for Farmers Insurance
What is Marco A. Contreras - Financial Strategist's role at the current company?
Marco A. Contreras - Financial Strategist's current role is Senior insurance executive serving individuals, business owners, executives, and their families in Texas, to guide them in building a solid strategy to protect whatever matters most to them..
What is Marco A. Contreras - Financial Strategist's email address?
Marco A. Contreras - Financial Strategist's email address is mc****@****caic.cc
What is Marco A. Contreras - Financial Strategist's direct phone number?
Marco A. Contreras - Financial Strategist's direct phone number is +171396*****
What schools did Marco A. Contreras - Financial Strategist attend?
Marco A. Contreras - Financial Strategist attended Thunderbird School Of Global Management, Columbia Business School, Tecnológico De Monterrey, Tecnológico De Monterrey, Barry University.
What are some of Marco A. Contreras - Financial Strategist's interests?
Marco A. Contreras - Financial Strategist has interest in Health.
What skills is Marco A. Contreras - Financial Strategist known for?
Marco A. Contreras - Financial Strategist has skills like Marketing Strategy, Marketing, Strategic Planning, Leadership, Management, International Business, New Business Development, International Sales, International Marketing, Corporate Communications, Product Marketing, Business Development.
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