Vestwell
Chris Diniz, AIF, QKA, has worked in various roles in the financial industry. Starting as a Senior Accountant at Schwartz, Giannini, Lantsberger and Adamson Accy Corp, Chris then moved on to become a Compliance Officer at BAC Community Bank. After that, Chris worked as a Relationship Manager and Financial Advisor at FinDec before transitioning to the role of Client Success Manager at Vestwell.
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Vestwell
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Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.