Jennifer Purisima, SageView’s Director of Client Service, oversees the team of individuals responsible for overall day-to-day client servicing. Additionally, she facilitates the implementation of new accounts, as well as the transition of existing accounts to new providers so that transitions are completed as smoothly and quickly as possible. Once implementation is complete, Jennifer remains with the plan as the in-house customer service contact for day-to-day administrative issues and questions. She assists with fiduciary and compliance needs as well as plan design and employee education and communications. Jennifer looks to deliver quality support to all SageView accounts. In 2015, Jennifer was selected as one of the National Association of Plan Advisors (NAPA) inaugural Top Women Advisor MVPs.* The nomination, plan sponsor and industry peer votes, along with the NAPA award, demonstrates Jennifer’s dedication to her craft.
Before becoming a member of the SageView team, Jennifer worked as an Account Executive for the retirement and financial services department of a major California insurance brokerage firm. For ten years prior to that, she was in management position with a downtown Los Angeles law firm and then five years as the Director of Administration for a regional insurance brokerage firm.
Jennifer received a B.A. in Economics from University of California, Los Angeles. She has achieved the Qualified Plan Financial Consultant designation (QPFC) and holds multiple securities registrations.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.