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View More Press Releases by Pensionmark

Press release:

Pensionmark Welcomes Ridge Retirement Consultants' New York Metropolitan Office

Issued by: Pensionmark

Date: July 21, 2016

Ridge Retirement joins Pensionmark® Financial Group as its newest affiliate office

July 18, 2016 - The Pensionmark network of advisors continues to expand as they welcome Ridge Retirement Consultants to the Advisor Support Program (ASP).  Bob Scherzer joins Pensionmark as Managing Partner in the New York Metro area.  His team includes Sergio Sardera, VP of Client Services, Larry Heller, VP & Sr. Consultant, and Jim Lyday, Managing Director.  In total, these four veteran consultants have over 100 years of retirement plan client service experience.

Ridge was founded three years ago after Mr. Scherzer completed a successful 26-year career overseeing New York area retirement plan services for the Principal Financial Group. Ridge has experienced tremendous growth and now advises nearly 50 corporate clients, totaling $1.7 billion in assets under management.

Bob adds, "With our growth we wanted a national firm to handle our back office so we can spend most of our time with our clients, helping them reach their retirement goals.  Pensionmark enables us to do this.  They also allowed us to maintain our independent business model and offer an expanded suite of services like their proprietary Financial Wellness Program to our clients."

"Bob and his team have an authentic passion for retirement readiness. Their combined industry knowledge and experience is a major value add to the Pensionmark family and we are honored to welcome them in," comments Mike Woods, Executive Vice President of Pensionmark Financial Group located in Santa Barbara, California.

About Pensionmark® Financial Group
Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark's network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
Pensionmark® Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.


View More Press Releases by Pensionmark

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