Phil Costantini Joins SageView Advisory Group, Expanding Silicon Valley Footprint

Issued by: SageView Advisory Group

Date: Nov. 30, 2020

NEWPORT BEACH (November 30, 2020) – Panfilo (Phil) Costantini has joined the team as a Lead Retirement Plan Consultant in Northern California, SageView Advisory Group announced today.

This represents SageView’s third hire in Northern California this month. Phil will work with the Woodside, CA office that is led by Robert Patton, and includes Ann Cheu, Luciano Costantini, Margarita Cross, Chris Krall, Scott Ondek, David Shnapek, Will Posch, and Eric Weissman.

Robert Patton, Managing Director of the Woodside Office said, “This is great news for SageView, as Phil’s knowledge of the industry and specialized expertise will benefit Plan Sponsors in the Bay Area. We have seen incredible growth in the Silicon Valley market as companies realize that working with an advisory firm that is dedicated to retirement plan consulting as a primary business can lead to greater fiduciary oversight and potentially better participant outcomes. Phil, who has spent his entire career here, really adds more depth to our growing practice.”

Phil appreciates this opportunity to join SageView and continue his work in the retirement industry, focusing on plan design, compliance, investments and employee education, in order to offer clients comprehensive solutions for their retirement plan needs.

“I have known Randy and Bob for many years and am very excited about the tremendous opportunity we have to work together,” said Phil. “SageView’s culture of compassion and hard work, along with their passion for driving successful retirement outcomes for their clients, is second to none in this industry. With ninety percent of SageView’s employees focused on retirement plan consulting, they can offer our clients an impressive investment research team, financial wellness solutions and cutting-edge plan design.”

Most recently, Phil was a 401(k) Consultant with Sequoia Consulting Group, focused on designing and implementing 401(k) programs for venture-backed startups in the Bay Area. Before that, he worked at ADP, Union Bank and CNA Trust in a variety of retirement planning roles.

Randy Long, SageView Founder and Managing Principal added, “I’ve known Phil for a long time, and for him to approach us as a leader in the retirement plan space is really exciting. We greatly admire his tireless efforts to deliver best-in-class service and support for retirement plan sponsors. We look forward to working together for many years to come.”

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