Julie Kim, QPFC
Julie Kim joined SageView as an Account Executive in the Irvine office in 2012. Her primary role is providing client services to institutional retirement plans. Her focus lies in 401(K) plan administration, implementation, mergers and acquisitions, and employee communication. Additionally, she assists with fiduciary and compliance needs as well as plan design. Julie was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers.
Prior to joining SageView, Julie worked as an Account Executive at Wells Fargo Insurance Services, Inc. for over 6 years. Julie has worked exclusively in the retirement industry for 20 years, and has gained her 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 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.