|IRVINE (May 7, 2019) - SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce the addition of Lisa Garcia, AIF®, CPFA, as a Retirement Plan Consultant in West Palm Beach, Florida. Lisa joins a team led by Jeffrey Petrone, AIF®, QPFC, and includes Justin Bogart, QPFC, Stacy Walters, AIF®, and Maressa Etzig, QPFC.
Lisa has worked in institutional financial services for over 15 years, beginning her career at Charles Schwab. She previously worked as a financial advisor at Ameriprise Financial Services and later transitioned to a relationship manager role with CBIZ before moving on to FiduciaryFirst.
She was named among NAPA's (National Association of Plan Advisors) Top Women Advisors in 2016-2018, as well as Top Defined Contribution Teams in 2018 and Top Retirement Plan Advisors Under 40 in 2019.
"I am excited to join SageView, such a well-respected firm in the retirement plan industry. SageView's culture, values and commitment to clients, as well as how they foster the spirit of giving throughout the organization, are very much aligned with my own. I look forward to working with the Florida team, delivering best-in-class tools, resources and service to help our clients succeed," said Lisa.
"Lisa's strong background in both plan and investment consulting will be an asset to our team. We're thrilled to have her as a part of SageView," added Managing Director Jeff Petrone.
She earned her Bachelor of Science in International Business and World Trade from the University of Buffalo and her MBA with a specialization in Human Resource Management from the University of Phoenix. She is an Accredited Investment Fiduciary (AIF®) and has earned her Certified Plan Fiduciary Advisor (CPFA) credential from NAPA.
SageView Founder and CEO Randy Long welcomed Lisa, commenting: "Lisa has built an incredible reputation of forging strong client relationships and helping plan sponsors meet their retirement plan goals, strengthening both our team in Florida and SageView nationally."
About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, with over $101 billion in assets under management. SageView is headquartered in Irvine, California with 24 offices nationwide.
SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.