The role puts Stinson at the firm’s headquarters in Irvine, California. He brings 16 years of retirement plan consulting experience to SageView.
Stinson was most recently a vice president of financial services at Bowermaster and Associates, where he provided fiduciary oversight, investment advisory services and plan design consulting for clients. His work has also covered Employee Retirement Income Security Act-related retirement plans, such as 401(k)s, private pensions, profit-sharing plans and other defined contribution arrangements.
Stinson also specializes in managing investment solutions for endowment clients and ensuring compliance with regulatory, operating and reporting requirements. He earned a bachelor’s degree in consumer affairs and personal finance from California State University of Long Beach.
SageView Advisory Group is a Securities and Exchange Commission-registered investment advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States. More information is available at http://www.sageviewadvisory.com/.