Julie Kim, CPFA, NQPC

Julie Kim has been with SageView since 2012.  She has significant experience providing investment and fiduciary advisory services to institutional clients.  She works extensively with Retirement Plan Investment Committees and consults in areas of fiduciary responsibility, investment oversight, plan design, compliance, RFP, and plan mergers.  She is experienced in assisting fiduciaries in technical areas such as DOL violations/corrections, restructuring plan and investment fees, and resolving administrative issues related to plan operation.  

Julie has worked exclusively in the retirement industry for over 25 years, and has gained experience with T. Rowe Price, Buck Consultants, Clark Consulting and Wells Fargo Insurance Services, Inc.  

Julie received a B.S. in Economics from University of California, Riverside.