NAPA NAMES TJ ARCURI AND LUCAS BARTON AS TOP YOUNG ADVISORS
NEWPORT BEACH (December 11, 2020) – SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that two of its associates have been named to NAPA’s 2021 “Top Young Advisors” 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 judges. These senior industry experts 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.
Over the years, many of these “Aces,” as they are nicknamed, have gone on to become the very industry leaders this recognition was designed to help identify. They are widely seen as the future leaders of the retirement plan advisor industry.
SageView’s TJ Arcuri, AIF®, CIMA® and Lucas Barton, CFP®, are among those who earned a coveted spot on the impressive list this year.
“It is a privilege to be recognized with such a talented group of my peers from across the nation. I wouldn’t be half the advisor I am today without the coaching and encouragement from the selfless, caring, and knowledgeable mentors and leaders that I work with at SageView,” said TJ.
Lucas added, “The challenge of improving retirement programs for plan sponsors and retirement outcomes for plan participants is well worth the effort! It is an honor to be recognized by my peers and NAPA as one of 2021’s Aces.”
The complete list of the NAPA Top Young Advisors can be found here.
Advisory Services through SageView Advisory Group, LLC, 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.
NAPA Top Retirement Plan Advisors Under 40 is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. 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. For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.