SageView’s David Lum Recognized as AAPI Retirement Plan Consultant of the Year
NEWPORT BEACH, Calif. (June 10, 2022) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced today that David Lum, Managing Director of the firm’s Honolulu, Hawaii office, was recognized as AAPI Retirement Plan Consultant of the Year by Wealth Solutions Report.
With over 30 years of experience, David leads the Hawaii office and serves on the firm’s national Investment Committee as well as its Asset Allocation and Asset Liability Subcommittees.
As part of his charitable activities, David serves on the board of the Hawaii Children’s Cancer Foundation.
SageView congratulates David and all the worthy honorees. The full list of AAPI industry leaders can be viewed here.
Previous Pathfinder Awards honored outstanding black and women executives in wealth management during Black History Month and Women’s History Month.
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.