Retirement Plan Consultant
Javier M. Obando is a Retirement Plan Consultant in SageView’s Newport Beach, CA office. In working with Plan Sponsors, Javier is responsible for plan level consulting, providing retirement and fiduciary services, investment research, and education along with client relationship management. He enjoys working with Plan Sponsors and committees to drive Financial Wellness retirement outcomes for their employees.
Javier has been in the retirement industry for the past 25 years. Prior to his role at SageView, he has held numerous positions working with recordkeepers, beginning his career as a Participant Service Representative, Client Relationship Manager, Retirement Plan Consultant, and most recently, Vice President of Business Development with a primary focus on tax-exempt and government markets at Prudential. He is an active member of NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) and CSMFO (California Society of Municipal Finance Officers). Javier has been a guest speaker at CSMFO chapter meetings on topics such as Retirement Plan Design and Financial Wellness.
He earned his bachelor’s degree from California State Polytechnic University, Pomona. He is FINRA series 6 and 63 registered and holds life and health insurance licenses in CA, OR, WA, ID, MT and AK.