Bev began working as an Administrative Assistant in 1992 with the company, now known as Equitable Advisors. She has worked with the same core group of professionals within Wealth Management Strategies over the years. Bev is currently working as the administrative support to the partner team of Daniel Venegas and Erica Sylvia, who focus on 401(k) and life insurance sales. Beverly has developed a trust with their clients and is always available to answer their questions.
Beverly is also a licensed insurance agent and has experience in corporate benefits, working with her team to cover all aspects of employee benefits. Beverly provides administrative support and does not offer investments or insurance.
She attended Roger Williams University and the University of New Haven, earning a Bachelor of Arts degree, and the Interior Design Institute.
Bev enjoys volunteering at the American Legion and racing sailboats throughout Southern California.
Roger Williams University – Bristol, RI
B.A. University of New Haven – West Haven, CT
Licenses & Certifications
CA Insurance Lic. 0F47801