Eleven SageView Consultants Named As Top Women Advisors

NEWPORT BEACH (Oct. 23, 2023) SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that 11 of its associates have been named as 2023 NAPA Top Women Advisors.

Over 500 women were nominated for the honor, which the National Association of Plan Advisors (NAPA) created in 2015 to acknowledge the contributions of a growing number of women on the retirement industry, as well as bringing excellence to the profession.

As in years past, nominees answered a series of quantitative and qualitative questions about their experience and practice, accomplishments, contributions to the industry, the state of workplace retirement plans and in what way(s) they “give back.” The responses were reviewed by a panel of judges.

Those who made the list were separated into three categories: Captains, All-Stars and Rising Stars.

Among the Captains are SageView’s Lisa Drake, QPFC, AIF®; Julie Kim, CPFA; Nichole Labott, CPFA, AIF®; and Brenda Tarjan, QPFA. Susan Hajek, MBA, CPFA™ was recognized as an All-Star. In the Rising Stars category are Kasi Boyles, AIF®; Margarita Cross; Lisa Quinn, NQPA™, Deanna Spivey, AIF®, CPFA; Stacy Walters, AIF®, QKA, and Aubrey Weedman.

The complete list of the NAPA Top Women Advisors can be found here.

 About SageView Advisory Group

SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide. 

SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions.  The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities.  SageView does not provide legal, tax or accounting advice.  Clients should obtain their own independent advisors for such services.  SageView 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 not a guarantee of future results.For more information about

SageView, visit www.sageviewadvisory.com or call (800) 814-8742.