Congratulations to TJ Arcuri, AIF?, CIMA?, Ken Barnes, CFP?, CIMA?, Scott Ondek, AIF?, CPFA?, Cullen Reif, CPFA and Adam Voeste, AIF? for being named among NAPA's Top 100 Retirement Plan Advisors Under 40! This achievement is a testament to your hard work and the positive impact you’ve made on clients and the industry as a whole. #FinancialAdvisors #NAPAAces https://lnkd.in/g5TVy4rA
关于我们
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
- 网站
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https://www.sageviewadvisory.com
SageView Advisory Group的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Newport Beach，California
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Retirement Plan and Investment Consulting、Fiduciary Risk Management、Plan Design Consulting、Actuarial Consulting、Financial Wellness、Wealth Management和Financial Planning
地点
SageView Advisory Group员工
动态
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Congratulations to the 14 SageView consultants named as 2024 NAPA Top Women of Excellence. This group of women demonstrate what’s possible when talent meets hard work and passion. https://lnkd.in/gEpvRFUm Lisa (Garcia) Drake, CPFA, AIF?, Nichole Reidy Labott, Sarah Parker, AIF, CPFA, NQPC, Kerrie McKeegan Casey, AIF?, QKA?, QPFC, Maressa Etzig, CFP?, Susan Hajek, MBA,CPFA, Jennifer Chan Purisima, Lisa Quinn, CPFA, NQPC?, Larkin Walsh, AIF??, Stacy Walters, AIF?, QKA, Kasi Boyles, AIF?, QKA, CPFA, Kristen Cockroft, Julie Kim, CPFA, Deanna Spivey, AIF, CPFA
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With year-end approaching, it’s a good time for investors to review their portfolios for tax efficiency. A tax-efficient strategy can reduce liabilities and increase gains over time, particularly for those in higher tax brackets. SageView Advisory Group's Mallory Armijo, CFA discusses five different strategies for investors to consider before the end of the year. https://lnkd.in/gX3n_ctg
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Thanks to ThinkAdvisor for featuring our own Marc Schmeeckle, a retirement plan consultant and former US Army Ranger, in their "Advisors Who Serve(d)" series this Veterans Day. Advisors Who Serve(d) highlights financial advisors and other industry professionals who have served or are serving in the military. https://lnkd.in/gGjpapAy #veteransday #advisorswhoserved
Honoring Advisors Who Serve(d): Veterans Day, 2024
thinkadvisor.com
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On this Veterans Day, let's take a moment to honor and express our gratitude to the brave individuals who served our nation in the armed forces. Veterans Day is a time to reflect on their unwavering commitment and the incredible courage they have shown in defending our freedoms. If you can, thank a veteran today—perhaps a neighbor or family member. Let them know that we deeply appreciate their dedication, sense of duty, and the service they have offered our country. At SageView, we are particularly grateful for the veterans within our organization who make a difference every day. #veteransday
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Today, the IRS announced the anticipated retirement plan contribution limits for 2025. Click below to view the highlights. https://lnkd.in/g8CYURFV
2025 Retirement Plan Contribution Limits
sageviewadvisory.com
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SageView has been recognized by Forbes as one of America's Top RIA Firms for the second year in row! The third annual list ranks 250 RIA firms and “highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.” SageView Advisory Group CEO John Longley said “Our continued inclusion on this list recognizes the passion and dedication of SageView’s advisors and team in delivering an exceptional wealth management client experience. We are honored to be recognized as a leader in the industry.” For more information on the methodology and to access the full list – click here: https://lnkd.in/gyRbJuW8 #ForbesTopRIA #WealthManagement
SageView Recognized As A Top RIA Firm By Forbes Magazine
sageviewadvisory.com
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This week is National Customer Service Week! One of our core values at SageView is a commitment to Service. Service is more than just a word; it's a daily practice. We take pride in exceeding our clients' expectations, building lasting relationships, and delivering exceptional experiences every step of the way. Thanks to all of our team members who live this value every day! #NationalCustomerServiceWeek #SageViewCARES #ClientService
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The upcoming presidential election is less than a month away, and the race between the two candidates remains razor-thin. Surprisingly, markets have largely brushed off this political uncertainty. The S&P 500 has been quietly setting record highs and finished September with its best year-to-date performance since1997. Check out this insightful article that dives into the relationship between the stock market and election cycles, written by SageView Advisory Group's Todd Stewart and Mallory Armijo, CFA. https://lnkd.in/gdTWfHXj
October Election Update
sageviewadvisory.com
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At SageView Advisory Group, we take pride in celebrating the diverse cultures that make our team and community so vibrant. As part of our Hispanic Heritage Month celebrations, our SageLatinos ERG co-chairs Brenda Tarjan, QPFC and Cecilia (Peralta)Torres organized a live Mariachi band to fill our home office with the rich sounds of Mexican tradition! This month is about honoring the history, achievements, and contributions of Hispanic and Latino Americans, and we’re thrilled to bring everyone together for a celebration that highlights this amazing culture. #TeamSageView #HispanicHeritageMonth
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