Nick Lamb, CFA

Nick Lamb, CFA

Investment Advisor

Changes are coming to your VMware retirement plan. Are you ready to make the best decision for your financial future?

Let’s Evaluate Your Options

  • Keep your money in your prior employer’s plan (unknown what will happen at this point - this takes the decision with what to do with your money out of your hands)
  • Roll over the money to an IRA (be careful of the 60-day rule)
  • Transfer money to new employer’s retirement plan (subject to the new plan’s rules)
  • Take a cash distribution (taxes and penalties apply)

Having helped other individuals in similar situations, I understand the nuances of these options and recognize they can be overwhelming, especially how each can impact your financial life. Let me help you determine how each option might fit into the future you envision.      

Here's how I can help:

  • Evaluating your retirement account distribution strategy and options
  • Managing your portfolio and choosing investments
  • Determine retirement income goals and what’s needed to achieve those goals
  • Saving for large purchases, e.g., a house, car, or boat
  • Tax guidance

Prepare today for your future life tomorrow. Click HERE´╗┐ to schedule a meeting or call me directly at 949.689.7270.

About Nick

Nick is an Investment Advisor based out of SageView’s Chicago, IL office. He works with individuals and their families to discern financial priorities and implement integrated investment and planning strategies to advance their goals.

Nick has helped hundreds of plan participants and can help you see where your VMware 401(k) savings fit into your financial future. SageView Advisory Group has been the retirement plan advisor for VMware for over 10 years serving as a dedicated financial resource to VMware’s 401(k) in partnership with Fidelity.

He has over 10 years of financial services industry experience, beginning his career as a Mergers & Acquisitions Analyst at De Bellas & Co. Most recently, Nick was a Financial Advisor with Merrill Lynch Wealth Management, working on one of the largest wealth management teams at the firm.