Gerardo Salinas, Cpfa
About Gerardo Salinas, Cpfa
Gerardo Salinas is a Relationship Manager at The Standard in Portland, Oregon, where he has worked since 2016. He specializes in consulting on retirement plan design best practices and provides on-site client support and education.
Work at The Standard
Gerardo Salinas has been serving as a Relationship Manager at The Standard since 2016. In this role, he acts as a key point of contact for clients and manages a team of operational professionals to ensure high-quality customer service. His responsibilities include providing on-site client support, conducting plan and investment reviews, and offering participant education. Salinas's extensive experience in client relations contributes to the effective management of retirement plans.
Previous Experience at Fidelity Investments
Prior to his current role, Gerardo Salinas worked at Fidelity Investments for 18 years, from 1998 to 2016. He held the position of Managing Director, where he developed skills in client management and operational oversight. Additionally, he served as an Education Consultant for two years, from 2002 to 2004, focusing on client education and support in financial matters. His tenure at Fidelity Investments provided him with a strong foundation in the financial services industry.
Education and Expertise
Gerardo Salinas studied at Northern Kentucky University, where he earned a Bachelor of Arts degree from 1994 to 2000. He also attended The Mayan School, furthering his educational background. Salinas specializes in consulting on plan design best practices for various retirement plans, including 401(k), 403(b), Defined Benefit, and Non-Qualified Plans. His educational background and professional experience equip him with the knowledge necessary to advise clients effectively.
Client Support and Education
In his role as a Relationship Manager, Gerardo Salinas provides comprehensive client support. He delivers plan and investment reviews and conducts participant education sessions. His focus on client engagement ensures that clients are informed about their retirement plan options and investment strategies. Salinas's commitment to education helps clients make informed decisions regarding their financial futures.