• Wed. May 25th, 2022

4 Finance News

Finance News

Top Tags

SageView Broadens Retirement Strategy Capabilities


May 10, 2022
logo opengraph

. Javier Obando, a federal government and public sector retirement strategy specialist, has actually been worked with by SageView Advisory Group to broaden its customer abilities, SageView revealed today. .

. A nationwide independent RIA headquartered in Newport Beach, Calif., with 30 workplaces, SageView is constructing its abilities by including strength in the retirement preparation field, the company stated. SageView serves retirement strategy sponsors and people. .
(* ) . In his brand-new function, Obando is accountable for offering retirement and fiduciary services, plan-level consulting, financial investment research study, education and customer relationship management, SageView stated.

. Obando was formerly vice president of sales for Prudential Financial, concentrating on tax-exempt and federal government markets. He was likewise vice president of federal government market sales for the West Coast for Lincoln Financial Group; associate local sales director at Great-West Retirement Providers; and customer relationship director at Empower Retirement.

.” SageView runs within the crossway of retirement and wealth management, offering a distinct platform to provide impressive results for federal government and public-sector strategy individuals,” Obando stated in a declaration.

. Randy Long, SageView’s starting and handling principal, stated in a declaration, “This $4.5 trillion market will continue to experience considerable shifts as aging employees shift to retirement. Strategy individuals require and are worthy of assistance that stresses their long-lasting monetary health, with lots of specific participants needing advanced monetary preparation services in higher numbers.”



Source link


Leave a Reply

Your email address will not be published.