Brenda Tarjan, QPFC

Brenda Tarjan serves as a Vice President, Retirement Plan Consulting at SageView’s Irvine headquarters, working to deliver quality retirement planning services to our clients. Her primary focus includes providing 401(k) employee educational meetings in Spanish and English, facilitating plan conversion and implementation, ongoing participant customer service, plan management and retirement industry best practices. She has extensive experience with administration detail and plan operation. In 2015, Brenda was selected as one of the National Association of Plan Advisors (NAPA) inaugural Top Women Advisor MVPs.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers.

Although Brenda has worked exclusively in the 401(k) industry for over 20 years, her craft has been honed through her working experience with Guardian Life Insurance Company, Automatic Data Processing (ADP), Fluor Daniel, and Bankers Trust.

A Southern California native, Brenda earned a Bachelor’s Degree in Business Administration from Loyola Marymount University in Los Angeles, California. She minored in Spanish and can read, write, and speak the language fluently. Brenda offers world class service to all our clients and has the ability to connect with the Hispanic community and their retirement needs.

*2015 Top Women Advisors issued by NAPA. Applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners, then vetted by a blue-ribbon panel of senior advisor industry experts & 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. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.