Cathy Christ, CPFA

Cathy is a Vice President, Retirement Plan Consulting in the Newport Beach, CA office. She assists clients with fiduciary compliance, plan design, plan benchmarking, vendor searches, plan transitions, vendor management, investment reviews and ongoing plan administration. Her expertise lies in fiduciary risk mitigation, technical retirement plan knowledge, participant education strategies, investment committee meeting facilitation, problem resolution and plan operational support. Cathy was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers.

Prior to joining SageView, Cathy spent 18 years with the Capital Group serving in many different capacities including Retirement Plan Specialist, Dealer Relations Representative supporting home office broker/dealer retirement plan management and Institutional Client Relationship Manager responsible for clients with retirement plan assets of $20 million to $1 billion invested in American Funds.

Cathy received a Bachelor’s Degree in Finance from California State University, Long Beach.  Cathy is also a member of the Orange County Chapter of the Western Pension & Benefits Council.

 *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.