Financial Retirement Planning by Appointment
Make an appointment to meet with a representative from Corebridge Financial, Fidelity, Nusenda, TIAA, or Voya.
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 505-930-7221 or Click here to schedule an appointment.
Daniel Aviles Jr
Financial and retirement planning is available by appointment.
Click Here to schedule an appointment
Fidelity Branch Office, ABQ Uptown
Nusenda Credit Union
For your complimentary consultation, please call CUSO Financial Services at 505-872-5434 (800-347-2838 outside the Albuquerque area) or click here to schedule an appointment.
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 Cherie Knight, 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:
Additional Financial Resources
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.