Sergio Mena Email & Phone Number

A seasoned professional in the Financial Services industry. Our mission is to leave no family left behind. We tailor strategies and programs that seek financial freedom and better prepare the youth for college expenses. We encourage individuals to take control of their retirement and replace their income for the rest of their life via Annuities. We also educate families and business owners through the fundamentals of how money works. We invest our time to bring forth financial literacy through the "3-Rules of Money", Tax strategies and Investments. Also, with over 15 years in the Telecommunications Industry I too have experience in the B2B space. We use strategies such as SaaS to help provide communication and gain overall effectiveness to local/small businesses. Account Managing is my passion to better serve the needs and wants of every business owner. I understand the value of building long lasting relationships in order to gain trust & forward movement.

Listed skills include Leadership, Customer Service, Microsoft Office, Management, and 7 others.

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  California State University, Northridge

  Criminal Justice And Corrections