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Pensionmark Welcomes Ridge Retirement Consultants’ New York Metropolitan Office

Ridge Retirement joins Pensionmark Financial Group as its newest affiliate office.

July 18, 2016 – 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.

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, compliance support, and preparedness of the DOL Fiduciary Rule.