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.
Anita Atencio
Anita.atencio@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) or click here to schedule an appointment.
John Habing
jhabing@nusenda.org
505-872-5434
Justy Armijo
armijo@nusenda.org
505-889-5101
Jeremy Aguilar
jeaguilar@nusenda.org
505-872-5221
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:
Ashley Gomez-Herrera
Ashley.herrera@voyafa.com
(505) 217-8548
Wealth Management & Legacy Planning Group
6301 Indian School Rd NE, Suite 670
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
