Retirement Plan Consultant
Margarita Cross is a Retirement Plan Consultant for SageView Advisory Group, working out of the San Francisco Bay Area office in Woodside, CA. Margarita’s role includes proactively supporting her clients’ retirement programs and assisting them with plan design, plan administration, plan consulting, compliance testing analysis, and investment reviews. Her primary focus is to provide excellent client service to plan sponsors and ensure a retirement program is in place to encourage and help plan participants achieve their retirement goals.
Margarita’s career in retirement services started at a small RIA firm in San Ramon, CA, where she assisted the partners of the firm with their retirement and wealth advisory clients. Her time with the firm allowed her to discover her love for retirement planning and passion for helping plan participants work towards a healthy retirement outlook.
This love of all things retirement eventually led Margarita to Transamerica Retirement Solutions where she was employed as a Client Relationship Manager. Margarita managed more than 50 corporate retirement plans and acted as a liason for her clients, TPAs, advisors and the recordkeeper. Margarita’s experience also includes time at Morgan Stanley, working in the Financial Advisor Associates program, where she assisted the lead advisors with both wealth advisory and corporate clients. Her unique experience on both the advisor and recordkeeper side of the business aids her clients in navigating an oftentimes complex retirement space.