Qualified Plan Specialist Roger Rocha Expands Pensionmark’s Footprint in California

By July 2, 2018

Contact: Renata Coimbra – (805) 456-7098 – Renata.Coimbra@Pensionmark.com

June 26, 2018 – Retirement Plan Specialist Roger Rocha joins the Pensionmark network of advisors, bringing over 25 years of industry experience on both the advisor and recordkeeping platforms. Mr. Rocha began his career serving as an outside qualified plan sales representative before overseeing his own qualified plans practice. He uses his expertise to help plan sponsors achieve efficient plan design, fiduciary compliance, optimized investment selection, and effective employee communications. He also actively manages wealth management and insurance services. Partnering with Pensionmark was an obvious decision for Mr. Rocha.

“Previously I didn’t feel like I was getting the support I needed to adequately service my retirement plan business, so I spent a lot of time on client and participant support issues. With Pensionmark’s customizable client support solutions, Financial Wellness Program, and participant call center, I am finally able to offload a lot of the busy work, automate reporting and procedures, and spend time growing and strengthening my practice,” commented Mr. Rocha.

Emilio Vela, Client Manager of Advisor Relations at Pensionmark, stated “Roger’s invaluable industry experience coupled with his specialized skillset will be a great partnership for Pensionmark. His reputation in our industry allows him to bring a unique perspective and we’re very excited to see that in action. Our main goal, via our Advisor Support Program, is to offload the day-to-day operations apportioning more time for our advisors to grow their business—we are confident Roger will experience this firsthand!”

About Pensionmark Financial Group, LLC

The Pensionmark Financial Group network represents over 210 advisors and staff across 50 locations across the country with approximately 2,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

About the Pensionmark Advisor Support Program

Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, lead generation and proposal assistance, compliance support, and preparedness of the DOL Fiduciary Rule.

 

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).