Erick Saenz Rdz.
About Erick Saenz Rdz.
Erick Saenz Rdz. is an Analista de Almacén y Logística at Parrot in San Pedro Garza García, Mexico, specializing in personalized financial advisory services and retirement plans. He has a background in banking and financial planning, with a focus on tax-deductible retirement options for clients.
Work at Parrot Software 🦜
Erick Saenz Rdz. has been employed at Parrot Software as an Analista de Almacén y Logística since 2022. In this role, he is responsible for managing warehouse operations and logistics processes. His work is based in San Pedro Garza García, Nuevo León, México. Erick's expertise in logistics contributes to the efficiency and effectiveness of the company's supply chain management.
Previous Experience in Financial Services
Before joining Parrot Software, Erick worked at INBURSA GRUPO FINANCIERO, S.A. DE C.V. as an Empleado bancario from 2015 to 2016. He also served as a Financial Planner at Skandia México from 2019 to 2022. In these positions, he provided financial advisory services, focusing on savings plans and investment strategies tailored to client needs.
Education and Expertise
Erick studied at Universidad del Norte, A.C., where he earned a Licenciatura en Informática Administrativa. He further advanced his education by obtaining a Maestría en Administración de Negocios. His academic background equips him with the knowledge and skills necessary for his roles in logistics and financial planning.
Financial Advisory Services
Erick specializes in personalized financial advisory services. He focuses on creating savings plans and retirement strategies that yield higher returns compared to traditional AFORES. His expertise includes promoting tax-deductible retirement plans, allowing clients to reduce tax payments and enhance investment growth.
Retirement Planning Strategies
Erick promotes the use of personal retirement plans (PPR) to help Mexican workers reduce tax liabilities and maximize investment growth. He emphasizes that investment growth in retirement plans remains tax-exempt until withdrawal at retirement, which is a key aspect of his advisory services.