Four SageView Consultants Recognized as NAPA Top Young Advisors
NEWPORT BEACH (November 14, 2022) – SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that four of its associates have been named to NAPA’s 2023 “Top 100 Advisors Under 40” listing.
Established in 2014, the list is drawn from nominations provided by the National Association of Plan Advisors (NAPA) Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts. The group considered a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. The final list was drawn from a pool of more than 600 nominations.
SageView’s TJ Arcuri, AIF®, CIMA®; Luka Arnerich; Scott Ondek, AIF®; and Cullen Reif, C(k)P®, CPFA, were recognized this year as four of the industry’s Top Young Advisors.
The complete list of the NAPA Top Young Advisors can be found here.
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, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 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.