SageView Expands California Footprint

Rodney Balbuena has joined SageView Advisory Group in the firm’s newly opened office in Pasadena, California, while Cathy Christ comes to the Irvine office.

Balbuena joins SageView as managing director in the Pasadena office and will focus on providing quality retirement plan advisory services to corporate and nonprofit plan sponsors. He has more than 20 years’ experience in specialized retirement plan advisory services to mid- and large-sized organizations. Most recently, he served as a retirement investment adviser for the insurance broker Arthur J. Gallagher. Previously, he was a sales director with MetLife. He holds FINRA Series 6, 63 and 65 licenses as well as a State of California insurance license.

Christ, who has more than 18 years’ experience in retirement, joins SageView as a retirement plan consultant in Irvine. She will focus on assisting clients with fiduciary compliance, plan design and management, leading vendor searches, facilitating plan conversion and implementation, delivering investment reviews, and assisting with ongoing plan administration.  She was previously a retirement plan consultant at Arthur J. Gallagher. Christ holds FINRA Series 6, 63 and 65 licenses.

SageView Advisory Group, headquartered in Irvine, California, is an independent registered investment adviser (RIA). The firm was 2014 winner of the PLANSPONSOR Retirement Plan Multioffice Team of the Year, and provides retirement plan consulting services to more than 650 defined contribution, defined benefit and deferred compensation plans.