Retirement Plan Consultant
David Shnapek is a Retirement Plan Consultant for SageView Advisory Group out of the San Francisco/Bay Area office. His focus is working with plan sponsors to develop, deliver, and implement industry leading retirement plan solutions. Advising clients on plan design, investment due-diligence, fiduciary management, and participant education planning are his primary responsibilities.
Prior to joining SageView, David was a lead Client Relationship Manager at Wells Fargo Advisors (formerly A.G. Edwards & Sons, Inc.) in the Northern California region. During his tenure at Wells Fargo Advisors he managed over 40 corporate relationships, working with both plan sponsors of all sizes from $1 to $100m and 10 participants to 500. He was responsible for relationship building, development, and delivery of education strategies, formation of plan committees, compliance and fiduciary assistance, investment due-diligence, one-on-one employee consultations, and plan design. David’s ability to deliver exceptional service lies in his belief that clients come first.
David graduated from the University of California at San Diego, with a B.S. in Economics. He holds multiple securities registrations.