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Deals & People April 9, 2014
Pensionmark Gains Another Affiliate
Pensionmark Retirement Group added a new affiliate office location in Westlake, California, under the firm’s Advisor Support Program.
Reported by John Manganaro
David Heroux is the new managing director of the Westlake Pensionmark location, bringing with him 10 years of advisory experience in the corporate retirement plan and high-net-worth individual markets.
Heroux says he hopes the affiliation will provide his staff with better tools and resources to improve retirement outcomes for new and existing clients. The partnership provides Heroux’s firm with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems and more. Along with the expanded services, Heroux will maintain his independent business model.
More information is available at www.pensionmark.com.