Managing Partner

Enjoy today and plan for tomorrow. 

Successful retirement plans, positively affect the outcomes of employers and participants over time.  To experience positive outcomes, plans need to provide good communication, tools and processes to effectively communicate the benefits.

Dalia Badajos has focused on business owners and their Company Retirement Benefit Plans for close to 30 years.  Dalia is a designated C(k)P  and works in the area of both Qualified and Non-Qualified space including, 401(k) plans, Defined Benefit/Cash Balance and Executive Benefit Plans.  Dalia has extensive knowledge in the investment and insurance industry and has developed strategic relationships to assist her clients beyond her scope of expertise.  

Experience

Corporate and Executive Retirement Benefit Plan Advisor
"B360" - Benefit Management Specialists 360
1997 – Present
Newport Beach, CA

Benefit Management Specialists 360 - Consult with small to medium size businesses on their Qualified and Non-Qualified Retirement Plans for Key Executives


Registered Representative
Benefit Management Specialists
Jan 1990 – 1997
Irvine, CA

Education

Bachelor of Science in Business - Finance, San Diego State University, San Diego, CA

Volunteer Experience

Soroptimist International Newport Harbor Area
Past President
1987 – Present

The mission of Soroptimist International is to empower and educate Women and Girls both locally and globally.

Corazon de Vida Foundation
Supporter
2000 – Present

The mission of CdV is to provide life changing support for the orphaned and abandoned children of Baja California.