Vickie Intriago, CFP®, RICP®
Founder & Financial Strategist
With over three decades of experience in the financial industry, Vickie Intriago has dedicated her career to one singular mission: helping retirees and soon-to-be retirees transition from the "saving" phase of life to a "living" phase with absolute confidence.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Retirement Income Certified Professional® (RICP®), Vickie specializes in the complex "red zone" of retirement. She doesn't just manage assets; she is an advice driven financial planner building comprehensive income roadmaps that prioritize tax efficiency and lifelong income for clients.
A Champion for Independence
Vickie’s approach is rooted in fierce independence. Having built her own successful practice in Torrance, California, she is a passionate advocate for female financial empowerment. She believes that financial literacy is the ultimate tool for freedom and spends much of her time mentoring women to take the driver's seat of their own financial futures.
Beyond the Numbers
A proud 1991 graduate of California State University, Dominguez Hills, Vickie remains a firm believer in the power of education and mentorship. She views the financial planning process as a partnership, valuing the "unstructured learning" and personal connections that come from meeting clients face-to-face in her office.
When she isn't analyzing tax strategies or coordinating with estate attorneys, Vickie can be found tending to her garden, enjoying the California coast with her dog, Tina, or keeping up with her lifelong network of friends as well as traveling.