Make an appointment to meet with a representative from AIG, Fidelity, Nusenda, TIAA, or Voya. (Currently all meetings are virtual)
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
AIG Retirement Services
Financial Advisors are available by appointment. Call 505-930-7221 or Click here to schedule an appointment.
Retirement Planner Rose Ronquillo Financial and retirement planning is available by appointment.
Rose Ronquillo 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, please call TIAA at 800-842-2252.
To schedule an appointment with a TIAA Financial Consultant, please call 800-732-8353 or click here to schedule an appointment.
Call Legacy Financial Group at 505-839-0224 to schedule an appointment.
Financial Advisor Cris Giron
CPA/PFS Edwin Fernandez
Financial Advisor Mario Torres
Financial Advisor Antavius Greathouse