Nine SageView Consultants Named As Top Women Advisors
NEWPORT BEACH (October 24, 2022) – SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that nine of its associates have been named as 2022 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, 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 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 Kerrie Casey, AIF®, QKA®. Recognized as All-Stars are Maressa Etzig-Marin, QPFC; Lisa Garcia, AIF®, QPFC; Susan Hajek, MBA, CPFA™; and Larissa Whittle, AIF®, CPFA™. In the Rising Stars category are Margarita Cross; Deanna Spivey, AIF®, CPFA™; Larkin Walsh, AIF®; 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).
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.
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.