Scott Ondek, AIF^®, CPFA™

Scott Ondek is an Associate Vice President, Retirement Plan Consulting based out of SageView’s Woodside, California office. He works with Plan Sponsors to help them navigate the everchanging landscape of retirement plans by consulting on the latest trends in plan design, supporting compliance testing, educating participants, all while helping Plan committees make well-informed decisions. He began working in the financial and retirement industry in 2009. Prior to joining SageView in 2020, Scott was a Senior 401(k) Advisor at Sequoia Consulting Group, where he advised on the firm’s largest retirement plans.

Prior to Retirement Plan Consulting, Scott worked with individuals and families supporting their retirement, college planning, savings, and life insurance needs. Scott is passionate about helping and educating people to the best of his ability. He wants to help all of his clients understand plan design, especially the more complex options that plan sponsors need to consider to keep their plan competitive. When Scott is not educating his clients, he is residing in Napa, CA, spending time with his wife, two girls, and staying active.

Scott holds a Bachelor’s Degree in Business Administration, Financial Management from Cal Poly, San Luis Obispo. He also holds the Accredited Investment Fiduciary (AIF®) designation from Fi360 and the Certified Plan Fiduciary Advisor (CPFA™) designation from the National Association of Plan Advisors.