Rebecca Searles joined SageView as an Account Executive in the Irvine office in 2011. Her primary role is to serve as the client service contact for day-to-day administrative issues and questions. She consults on fiduciary and compliance complexities as well as plan design, employee education and communications. In 2016, Rebecca was selected as one of the National Association of Plan Advisors (NAPA) Top Women Advisor All-Stars.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers.
Prior to joining SageView, Rebecca spent two years working for The H Group, a Registered Investment Advisory firm in Portland, OR. She assisted wealth management clients with ongoing account maintenance and supported the firm’s advisory practice.
Rebecca graduated from Biola University in La Mirada, CA with a B.S. in Business Management and holds her Series 6 and 63 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.