James Vasquez : Financial Advisor

James Vasquez : Financial Advisor My goal is to inspire, educate, and exceed my clients expectations. In good and bad, you can have full confidence in Mutual of Omaha.

I represent a strong and secure insurance company that has been helping our customers for more than 100 years. My goal is to use insurance to help you reach your financial goals and plan for a secure future. To achieve your goals, we will work together through a process of discovery in several key areas. Only then, with the knowledge and understanding of your wants and needs, we will begin looking

at options that make sense and shape recommendations based upon your feedback. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: Arkansas Insurance License #19617021, Colorado Insurance License #665827, Louisiana Insurance License #876704, Texas Insurance License #2556568 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

11/27/2025

I’m thankful for friends, family, community and the honor to serve my clients. May this Thanksgiving holiday find you appreciative of all you hold dear.

Money stress isn’t just about numbers, it’s biology. In episode 46 of Make it Personal, Dr. Rebecca Heiss joins Mark to ...
11/21/2025

Money stress isn’t just about numbers, it’s biology. In episode 46 of Make it Personal, Dr. Rebecca Heiss joins Mark to unpack why financial stress triggers such strong emotions and how to retrain your brain to help make calmer, clearer money decisions.

Your brain wasn’t built for budgets, but you can rewire it for confidence.

🔗 https://mutualofomaha.co/3X5xBM7

Today, I pay tribute to the brave men and women who have served in our armed forces. Their dedication, sacrifice and cou...
11/11/2025

Today, I pay tribute to the brave men and women who have served in our armed forces. Their dedication, sacrifice and courage protect the freedoms we cherish.

Most millionaires don’t live lavishly, they live intentionally. This week, Make it Personal uncovers the quiet, consiste...
11/10/2025

Most millionaires don’t live lavishly, they live intentionally. This week, Make it Personal uncovers the quiet, consistent habits that could help build real wealth. Discover how ordinary choices could help create extraordinary results.

🎧 Listen to episode 44 now!

🔗 https://mutualofomaha.co/43XUTqT

11/07/2025

Stream the first four episodes from Season 3 of Mutual of Omaha’s Wild Kingdom Protecting the Wild now. Catch up with inspiring conservation stories on giant and red pandas, Mexican wolves, gray whales and lynx. Get the episodes and behind the scenes stories here: https://wildkingdom.co/4of0r8E

11/05/2025

Legacy isn’t just about money or a name on a building. Episode 43 of Make it Personal explores how to help define your legacy and build it with intention - focusing on the people you’ve touched, the causes you support, and the values you pass on.

🎧 Listen now, available wherever you get your podcasts.

🔗 https://mutualofomaha.co/4oMMDlq

Most Americans want to protect their families, but few feel truly prepared. This week, Make It Personal explores why so ...
10/24/2025

Most Americans want to protect their families, but few feel truly prepared. This week, Make It Personal explores why so many feel “in the middle” financially and shares simple steps to help turn hope into confidence.

🎧 Listen now and start protecting what matters most.

🔗 https://bit.ly/43AfgKq

10/15/2025

This season on Mutual of Omaha’s Wild Kingdom Protecting the Wild, Co-Hosts Peter Gros and Dr. Rae Wynn-Grant share stories of animals big and small — giant pandas, lynx, orcas, spider monkeys and more! Don’t miss out on these exciting episodes, weekends on NBC. https://wildkingdom.co/3WkcNQg

10/14/2025

The first lost tooth isn’t just magical, it’s a chance to teach kids about money. A simple Tooth Fairy visit can kickstart financial confidence that lasts a lifetime.

Listen to episode 40 of the Make It Personal Podcast for creative ways to start building smart money habits early!

🔗 https://bit.ly/42E7yyC

That first wiggly tooth isn’t just a milestone, it’s a magical opportunity to teach your kids about money! This week, di...
10/10/2025

That first wiggly tooth isn’t just a milestone, it’s a magical opportunity to teach your kids about money! This week, dive into how Tooth Fairy visits can spark lessons in earning, saving, spending, and giving, helping your kids build strong money habits early with Make it Personal.

🎧 Listen now and turn those tiny teeth into big financial lessons. https://bit.ly/4odOCiy

10/07/2025

Your wealth is real, but tied up in your home, retirement, and investments. That’s the middle-class trap, you’re not broke, but your money isn’t working for you the way it could.

Listen to episode 39 of the Make It Personal Podcast for strategies to unlock your wealth and give you more freedom today, not just someday.

🔗 https://bit.ly/4mTlJHu

Address

122 West John Carpenter Freeway Suite 100
Irving, TX
75039

Telephone

+19567404777

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