Rodney Kauffman, MBA, CFA®

Rodney Kauffman, MBA, CFA®

Retirement Plan Consultant

Rodney Kauffman is a Lead Retirement Plan Consultant based out of SageView’s corporate office in Newport Beach, California. Rodney partners with clients by approaching retirement plans holistically through investment consulting, plan design review, compliance support, and employee financial wellness.

Rodney has deep industry and technical knowledge gained through experience as a public accountant and helps his clients maintain ERISA and IRS compliance and supporting regulatory filings. Rodney gained extensive investment management experience while earning his MBA from Vanderbilt University, specializing in Finance & Strategy. At SageView, Rodney has combined these skill sets with a genuine joy for helping others achieve their retirement goals to serve his clients with passionate precision.

Rodney has experience consulting with clients privately held and publicly traded whose plans range from $5 - $250m in assets. He has acted as a co-fiduciary on qualified and non-qualified plans, including 401(k), 401(a), 403(b), 457(b), 457(f), and 409(a) NQDC plans. His experience extends to defined benefit plans and defined benefit plan terminations.

Education and Professional Credentials

Master of Business Administration, Owen Graduate School of Management, Vanderbilt Millersville University

B.S in Business Administration - Magna Cum Laude

Chartered Financial Analyst (CFA®)

Series 65