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View More Press Releases by SageView Advisory Group

Press release:

SageView Advisory Group Continues to Expand in Honolulu with Industry Veteran David Lum

Issued by: SageView Advisory Group

Date: Oct. 20, 2015

Increased demand for independent client focused retirement plan consulting enables SageView to open new office in Honolulu, HI and recruit industry expert to lead the newest location

IRVINE, California, October 19, 2015 -- SageView Advisory Group, an independent retirement and wealth management consulting firm, is pleased to announce the addition of David Lum to its Honolulu, HI office. Lum is a seasoned investment professional with more than 25 years of experience delivering quality retirement plan consulting services to both defined benefit and defined contribution ERISA plans, as well as endowments, foundations, and corporate plan sponsors.  

David joins newly hired Retirement Plan Specialists, Steven Edwards and Wanda Sanchez in the new Honolulu location. In his new role as Managing Director, Lum will be a lead contact on new clients choosing to work with SageView and will oversee client and team responsibilities for SageView’s Honolulu office.

Randy Long, SageView’s founder and CEO, expressed his excitement to have SageView’s newest location in Honolulu under Lum’s leadership. “Strengthening our presence in Hawaii has been a priority.  This is a step in our long-term plan for growth, providing the best talent and expertise to our clients in Hawaii,” said Long.

“David and the Hawaii team, which includes Steven Edwards and Wanda Sanchez, have exceptional relationships with their clients and their insights will be invaluable as we continue to grow our business,” added Long.

Prior to joining SageView, David worked in a senior leadership role within Bank of Hawaii’s Investment Management Services department. Throughout his career, David has been a featured speaker on numerous topics including capital markets, employee benefit issues, and ERISA fiduciary matters.

David earned his BBA in Finance from the University of Hawaii. He earned the Accredited Investment Fiduciary Analyst designation from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. He was also awarded the Certified Investment Management Analyst designation from the Investment Management Consultants Association. He is also an active member in his community and currently serves as President-Elect of the Hawaii Children’s Cancer Foundation.

The SageView Hawaii office is located at 900 Fort Street Mall, Suite 1505 in Honolulu, HI. To contact our Hawaii team, please call 808-739-7600.

About SageView Advisory Group:
Headquartered in Irvine, California, SageView Advisory Group is an independent Registered Investment Advisory firm specializing in helping retirement plan sponsors fulfill their fiduciary responsibilities. SageView's team of professionals currently oversees more than $42 /*/ billion in client assets. For more information, call (800) 814-8742 or visit www.sageviewadvisory.com.

/*/ Assets as of 6/30/15

SageView Advisory Group is located at 1920 Main Street, Suite 800 Irvine, CA 92614.

Securities offered through Cetera Advisor Networks, LLC member SIPC.  SageView is not affiliated with Cetera Advisor Networks.

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View More Press Releases by SageView Advisory Group


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