Founding Partner; Managing Director, California
CurrentStrategic Retirement Partners is a nationwide independent retirement plan consulting firm that advises employers and plan fiduciaries in the understanding and fulfillment of their responsibilities to the plan, participating employees, and beneficiaries. We currently consult on over 800 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees. It’s a huge responsibility – one that we wake to every day with a renewed and unparalleled commitment to excellence, supported by the latest technology, deep research capabilities, operational efficiencies and a craftsman-like focus on detail.Each of our offices is led by a Managing Director and staffed by a highly credentialed group of professionals who share a common business philosophy and objective: To deliver best-in-class resources, service standards, and expertise to better serve our clients and help them achieve their financial goals.If we don’t look and sound like “Wall Street”, it’s intentional. We adhere to operating principles and values that emphasize independence, work ethic, and a laser-like focus on the needs of our clients.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
