Skip to content

Who We Are
In the News

Pensionmark Named a 2018 Best Place to Work for Financial Advisers by Investment News


Contact: Renata Coimbra - (805) 456-7098 -

Santa Barbara, CA – Pensionmark was chosen as one of this year’s top-50 list by InvestmentNews based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“We have always believed that our amazing staff is what makes Pensionmark one of the best in our industry and sets us apart from our completion,” expressed Laura Battle, Vice President of Operations at Pensionmark.  “This recognition solidifies our firm belief that by investing in our team, the result is happier clients, strong company culture and continued success.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.

“InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, VP/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

To read more about Pensionmark the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to

About Pensionmark Financial Group

The Pensionmark Financial Group network represents over 240 advisors and staff across over 50 locations across the country with approximately 3,000 retirement plan clients. The Pensionmark network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.