SageView’s Lisa Garcia Recognized For PlanAdviser’s 2022 Retirement Plan Adviser of the Year
Florida Advisor is One of Three Finalists for Diversity, Equity and Inclusion Efforts
NEWPORT BEACH, Calif. (April 6, 2022) – SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced that Lisa Garcia, Retirement Plan Consultant, has been named a finalist for PlanAdviser’s 2022 Retirement Plan Adviser of the Year.
Ms. Garcia, who joined SageView in 2019 in its Florida office is being recognized for her success in addressing diversity issues in the financial services industry and for creating an equitable and fair workplace.
SageView Founder, Managing Principal and CEO Randy Long, said, “We are proud of Lisa’s efforts to address ongoing challenges in the financial services industry related to diversity, equity and inclusion. We are honored to be recognized by PlanAdviser for something as important and central to our culture at SageView.”
See all the Efforts in Diversity, Equity and Inclusion finalists here.
The 2022 Retirement Plan Adviser of the Year awards, previously issued by PlanSponsor, feature six new categories to recognize individual and team successes regardless of firm size. Winners in each category will be announced at a May event in New York.
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.