NAPA Awards Top Women Advisor Recognition To Eight SageView Consultants
IRVINE (November 6, 2020) – SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that eight of its associates have been named as 2020 NAPA Top Women Advisors.
More than 550 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, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” The responses were reviewed anonymously by a panel of judges.
Those who made the list were separated into three categories: Captains, All-Stars and Rising Stars.
Among the Captains is SageView’s Nichole Labott, MBA, AIF®. Recognized as All-Stars are Tina Chambers; Lisa Garcia, QPFC, AIF®; Julie Kim, CPFA; Larissa Whittle, CPFA, CEBS; and Rachel Zachary. In the Rising Star category are Ji Mi Tsang, QPFC; and Stacy Walters, AIF®, QKA.
The complete list of the NAPA Top Women Advisors can be found here.
More than 500 nominations were provided by NAPA’s extensive list of broker-dealer and RIA Firm Partners. Nominees were, in turn asked to respond to a series of quantitative and qualitative questions regarding their experience, education, team structure, accomplishments, and impact. Those responses were anonymized and then reviewed by a blue-ribbon (leadership from 4-5 of the major brokerdealer/RIA firms) panel of industry experts who, over the course of several weeks, selected the individuals honored in three separate categories: Captains: All-stars who happen to be principals, owners or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor). More than 12,000 votes were cast in support of these individuals, 18% of advisors received this award. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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.