MBN Launches new YouTube channel.
We are very excited to announce our new YouTube channel, premiering with the highly attended "Corporate Philanthropy" breakfast event at the Harvard Club.
You'll find the video here: youtu.be/LwQjmp2_Xko
July 18, 2016
Ridge Retirement joins Pensionmark® Financial Group
The Pensionmark network of advisors continues to expand as they welcome Ridge Retirement Consultants to the Advisor Support Program (ASP). Bob Scherzer joins Pensionmark as Managing Partner in the New York Metro area. His team includes Sergio Sardera, VP of Client Services, Larry Heller, VP & Sr. Consultant, and Jim Lyday, Managing Director. In total, these four veteran consultants have over 100 years of retirement plan client service experience.
Ridge was founded three years ago after Mr. Scherzer completed a successful 26-year career overseeing New York area retirement plan services for the Principal Financial Group. Ridge has experienced tremendous growth and now advises nearly 50 corporate clients, totaling $1.7 billion in assets under management.
Bob adds, "With our growth we wanted a national firm to handle our back office so we can spend most of our time with our clients, helping them reach their retirement goals. Pensionmark enables us to do this. They also allowed us to maintain our independent business model and offer an expanded suite of services like their proprietary Financial Wellness Program to our clients."
“Bob and his team have an authentic passion for retirement readiness. Their combined industry knowledge and experience is a major value add to the Pensionmark family and we are honored to welcome them in,” comments Mike Woods, Executive Vice President of Pensionmark Financial Group located in Santa Barbara, California.
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