Seven SageView Consultants Recognized As NAPA Top Young Advisors
NEWPORT BEACH, Calif. (Nov. 15, 2023) — SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce that seven of its associates have been named to NAPA’s 2024 “Top 100 Advisors Under 40” 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 panel of senior advisor industry experts. The group 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.
SageView’s TJ Arcuri, AIF®, CIMA®; Luka Arnerich; Ken Barnes, CFP®, CIMA®; Margarita Cross; Rodney Kauffman, CFA®; Scott Ondek, AIF®, CPFA; and Cullen Reif, C(k)P®, CPFA were recognized this year as seven of the industry’s Top Young Advisors.
The complete list of the NAPA Top Young Advisors can be found here.
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions. The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities. SageView does not provide legal, tax or accounting advice. Clients should obtain their own independent advisors for such services. SageView 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 not a guarantee of future results.For more information about
SageView, visit www.sageviewadvisory.com or call (800) 814-8742.
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.