At SageView Advisory Group, we take pride in celebrating the diverse cultures that make our team and community so vibrant. As part of our Hispanic Heritage Month celebrations, our SageLatinos ERG co-chairs Brenda Tarjan, QPFC and Cecilia (Peralta)Torres organized a live Mariachi band to fill our home office with the rich sounds of Mexican tradition! This month is about honoring the history, achievements, and contributions of Hispanic and Latino Americans, and we’re thrilled to bring everyone together for a celebration that highlights this amazing culture. #TeamSageView #HispanicHeritageMonth
SageView Advisory Group
Financial Services
Newport Beach, California 8,587 followers
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About us
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
- Website
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http://www.sageviewadvisory.com
External link for SageView Advisory Group
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Retirement Plan and Investment Consulting, Fiduciary Risk Management, Plan Design Consulting, Actuarial Consulting, Financial Wellness, Wealth Management, and Financial Planning
Locations
Employees at SageView Advisory Group
Updates
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This week, our SageView team participated in the Flatwater Foundation’s 15th Annual Dam That Cancer stand-up paddle on Lake Austin, raising over $68,000 to help the organization reach their fundraising goal of $1.4M in support of families impacted by a cancer diagnosis. Thanks to our team and partners for coming back year after year to make a difference in such a meaningful way. Michael A. Coelho,C(k)P®, AIF®, TJ Arcuri, AIF®, CIMA®, Tom Demko, Andrew Brosco, AIF®, Taylor Redmond SageView Advisory Group #SageViewServes
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Since 2018, SageView Advisory Group’s Nichole Reidy Labott has helped to organize a golf tournament fundraiser in support of C2Adopt, a Virginia-based organization dedicated to helping children in foster care. This year, the tournament raised $110,000 thanks to the incredible generosity of many sponsors. A heartfelt thank you to our Richmond, VA team for their commitment and passion for a cause that brings lasting positive change to our community. Stephen Popper, AIF®, CPFA, NQPA, Deanna Spivey, AIF, CPFA, Ken Barnes, CFP®, CIMA®, Andrew Ness
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The Fed is likely to cut interest rates by 0.25 percent to 0.50 percent this week. While rate cuts may reduce returns on cash and savings, they could benefit investments in international stocks, small-cap stocks, and long-duration bonds. But, the broader market impact of rate cuts will largely depend on the prevailing economic conditions at the time of the Fed's action. SageView Advisory Group's Todd Stewart evaluates how the anticipated rate cut will impact consumers and small businesses as well as investment portfolios.
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Congratulations to the 32 SageView Advisory Group women nominated as National Association of Plan Advisors Top Women of Excellence! We are proud to have nominees in all categories - Captains, MVPs and Rising Stars. #NAPATopWomen #TeamSageView Rukshana (Shana) Aleem, CPFA, Mary Berk, Kasi Boyles, AIF®, QKA, QPFC, Kristen Cardey, Kerrie McKeegan Casey, AIF®, QKA®, QPFC, Tina Alexander Chambers, Ann Cheu, Cathy Christ, Kristen Cockroft, Margarita Cross, Lisa (Garcia) Drake, CPFA, AIF®, Maressa Etzig, Susan Hajek, MBA,CPFA, Rachel H., Lisa Hoxha, Heather Johnson, Julie Kim, CPFA, Nichole Reidy Labott, Sarah Parker, AIF, CPFA, NQPC, Jennifer Chan Purisima, Lisa Quinn, CPFA, NQPC™, Alice Regan, Shelly Schaefer, Rebecca Searles, Michelle Slovik, Deanna Spivey, AIF, CPFA, Brenda Tarjan, QPFC, Larkin Walsh, AIF®️, Stacy Walters, AIF®, QKA, Erica Washburn QPFC, AIF®, Aubrey Weedman, Kyla Wicks
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Today we celebrate National 401(k) Day! A secure retirement doesn’t happen by chance - it requires thoughtful planning. #401kDay serves as a great reminder to check in on our retirement savings and prioritize our financial futures. #National401kDay #RetirementSecurity #FinancialWellness
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We are excited to welcome Linda Grizely 🐻, CFP®, MSFS, CAP® to SageView as a Senior Wealth Advisor, working alongside our talented team, including Judy VanArsdale and Lisa VanArsdale in Deer Park.
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Wealth planning can be fluid and complex, and retirement savings programs can provide advantages at different points in a taxpayer’s life. However, as the truism goes, “Nothing can be said to be certain, except death and taxes.” SageView Advisory Group's John Majors, FSA, CFA, AEP shares three strategies that can help taxpayers can take full advantage of their benefits. Crain Currency https://lnkd.in/gw4QrVuf
Top tax strategies to benefit retirement planning
craincurrency.com
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Congratulations to SageView Advisory Group's Aubrey Weedman and Jack Lockwood for being named to the elite list of 30 Emerging Leaders in our industry by PLANADVISER! "Retirement Plan Sponsors have increasingly complex needs and responsibilities to their employees. We are proud to have NextGen professionals like Jack and Aubrey, who strengthen the client experience and build strong, long-standing relationships with their colleagues and clients, honored by PlanAdviser. "We are thrilled to have two outstanding SageView team members included on this inaugural list of emerging leaders and know that they will continue to make a positive impact," said SageView President Jon Upham. #2024PLANADVISEREmergingLeaders https://lnkd.in/guNnATVA
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The market swings in early August have left many wondering what to do next. SageView Advisory Group's Todd Stewart delves into the factors driving these fluctuations and what it means for investors and businesses alike. https://lnkd.in/gSfPWwv6
SageView Market Update
sageviewwealth.com