Negrete was previously at M Advisory Group (formerly Cal-Surance in Torrance, California) as a retirement plan adviser for many of their qualified plan clients. Negrete specializes in provider due diligence, fiduciary oversight and employee communications related to 401(k), 403(b), 457 and other qualified plan types.
Negrete holds a bachelor’s degree from UCLA. He holds FINRA 7, 66 and California Life Agent licenses.
SLW Retirement Plan Advisors (SLW) is a retirement plan advisory firm in Lafayette, California, and focuses on qualified and non-qualified plans in multiple plan markets.