As a UNM employee, you have the opportunity to participate in complimentary financial planning, including budget, credit, and debt management, retirement planning, insurance and investment recommendations, and more.
Licensed representatives from UNM’s voluntary 403b and 457b Voluntary Retirement Plan investment providers are available to provide these services virtually by appointment.
Contact a representative below.
Financial Advisors are available by appointment. Call 505-526-8634 or Click here to schedule an appointment.
Sara Beltran
Sara.Beltran@corebridgefinancial.com
505-469-8154
Daniel Aviles Jr
Daniel.AvilesJr@corebridgefinancial.com
Financial and retirement planning is available by appointment.
Aly Kassam
aly.kassam@fmr.com
505-315-8033
Marissa Ortega
Marissa.Ortega@fmr.com
505-228-2900
Click Here to schedule an appointment
Fidelity Branch Office, ABQ Uptown
800-418-6291
For your complimentary consultation, please call CUSO Financial Services at 505-872-5434 (800-347-2838 outside the Albuquerque area).
Justy Armijo
armijo@nusenda.org
505-889-5101
Lee Allbright
aallbright@nusenda.org
505-872-5221
James Armer
jarmer@nusenda.org
505-872-5495
For immediate assistance with general questions and customer service requests, please call TIAA at 800-842-2252.
To schedule an appointment with TIAA Financial Consultant Brandon Dyson, please call 800-732-8353 or click here.
For immediate assistance with general questions and customer service requests, please call VOYA Client Care at 800-584-6001.
For financial and retirement planning contact:
Ashley Gomez-Herrera
ashley.herrera@voyafa.com
505-217-8548
3900 Juan Tabo Blvd. NE Ste. 21
Albuquerque, NM 87111
Albuquerque, NM 87110
505-930-7221
Appointment set up:
Melinda Martinez
Melinda.martinez@wealthlpg.com
Angelo Burns
Angelo.burns@wealthlpg.com
505-400-8484
Larisa Holiday
Larisa.holiday@wealthlpg.com
Eli Montoya
Eli.montoya@wealthlpg.com
Work-life schedules are busier than ever before. UNM’s trusted financial business partners provide a wide selection of educational webinars for every interest and stage of life. View upcoming sessions in English and Spanish with live presenters as well as replays and recorded presentations designed to be available when you have time to fit them in:
Stay up to date on the latest advice and recommendations related to the topics that interest you most.
There are many online tools and apps today to help you better manage your money. These tools and calculators can assist you in achieving your financial wellness goals.
