Rodney Balbuena is a Retirement Plan Consultant in SageView’s Pasadena, California office.
Rodney has delivered quality retirement plan solutions to mid and large sized organizations for over 20 years. He is known for his in-depth industry experience, knowledge and understanding of financial strategies and markets and has been recognized by Institutional Investor Magazine as a "rising star of retirement".* His experience has been called upon by both industry and national publications, including in the USA Today article on "401(k) plans take a page out of pensions' playbook."
Rodney's first and most important priority is servicing the client to ensure all aspects of their retirement program is functioning with high efficiency. To accomplish this, Rodney implements strategies that are customized for each organization to insure that the financial vehicles support the unique requirements for both the employee and employer.
Prior to joining SageView, Rodney served as a Retirement Investment Adviser for one of the largest insurance brokerages in the United States. He successfully built and managed a portfolio of approximately $850+ million for profit and non-profit organizations. He has also worked at other prominent financial institutions which gives him the in-sight, background and ability to understand the global requirements of each individual company.
Rodney attended California State University, Los Angeles and holds Series 6, 63, and 65 securities registrations. Rodney is a native of Los Angeles and currently resides in Studio City.
*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.