Pete Ravani Joins Pensionmark, A World Company
Ravani specializes in higher education and nonprofit 403(b) and 457 plans, defined benefit/cash balance plans for closely held businesses and investment and tax mitigation strategies for high-net-worth individuals and families.
“We are excited to have Pete join our network of advisors,” said Bill Rice, director of business development, Pensionmark. “Pete’s expertise makes him a great fit with the new Pensionmark/World revenue transaction model that allows him to operate as an independent advisor, maintain ownership of his business and expand and enhance the services he provides to his retirement plan and wealth management clients.”
“I am excited to join Pensionmark and build my practice by affiliating with one of the leading retirement plan advisory firms in the country,” said Pete Ravani, managing director, Pensionmark. “Leveraging Pensionmark’s robust financial wellness platform, SMARTMap, will greatly enhance my client’s participant experience with their personal finances.”