Jeff Schwendig

Jeff is a Retirement Plan Consultant, working with Plan Sponsors out of the Valencia, CA office. Before joining SageView, Jeff was a consultant with kPlans before the firm’s acquisition by SageView in 2022.

He is a graduate of the University of Southern California with a bachelor’s degree in Economics.  While working as an Internal Client Relationship Manager for our firm, he received an Accounting Certificate from the College of the Canyons and completed the NAPA CPFA Program.  In following his passion for investments, Jeff is currently working towards getting the CFA designation. Jeff also services Wealth Management, 401(k) and Cash Balance Plan Clients.