Dalia Badajos, C(k)P
Corporate and Executive Retirement Benefit Plan Advisor
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 retirement plans, including 401(k), ERISA, Defined Benefit/Cash Balance, and Deferred Compensation Insured Benefits. 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 / 20 yrs
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
Member: Soroptimist International Newport Harbor Area
1987 – Present / 30 yrs
Newport Beach
Member: ProVisors
2015 – 2016 / 1 yr
President: Soroptimist International Newport Harbor Area
2013 – 2016 / 3 yrs
Registered Representative
Benefit Management Specialists
Jan 1990 – 1997 / 7 yrs
Irvine, CA
Education
B.S. from San Diego State University
Volunteer Experience
Soroptimist International Newport Harbor Area
Past President
Jul 2016 – Jul 2016 / 1 Month
The mission of Soroptimist International is to improve the lives of Women and Girls through education both locally and globally.
Corazon de Vida Foundation
Supporter
2000 – Present / 17 yrs
Supporting, Volunteering and help Educate the Orphans of Baja California