SANTA ANA, CA
Designations: AIF®, CFP, C(k)P
Tuyen (Twin) Pham’s insurance and financial services career began with First American in 1989 where he started in the mailroom, working as a file clerk and runner, and even washing company cars for executives.
After receiving his B.S. from Arizona State University and a MBA from The American Graduate School of International Management (Thunderbird), Tuyen accepted a position with MetLife as a Group Sales Rep. Honing his skills in medical, dental, life and disability insurance is how he earned Rookie of the Year honors; but it was his Pension/401(k) sales knowledge that set his career in motion. In 1998, he opened MetLife’s first Arizona pension office. He also created and helped implement the first automatic IRA rollover program for MetLife’s 401(k) division. Not too long after, he joined The Guardian and opened their first pension office in Arizona.
Tuyen then joined Safeco Insurance Company in December of 2001 where he opened their first Arizona pension office. In addition to receiving Rep of the Year in his first and second years with the company, Tuyen also helped design a 401(k) product for Safeco’s retirement market.
Tuyen currently serves or has served on several Advisory Committees/Councils, including Great-West Financial, John Hancock, Symetra Financial, Nationwide Financial, Principal Financial Group, Standard Financial, The Association of Builders & Contractors, Metro WorkSource and The Boys & Girls Clubs of Garden Grove. He is also the President of the Alumni Chapter of Thunderbird School of Global Management. Tuyen has his Series 6, 7, 63 and 66 registrations and carries a Life/Health license. He is also an Accredited Investment Fiduciary (AIF®) and Certified 401(k) Professional (C(k)P®).
With his twenty plus years of experience and vast knowledge of the 401(k) market, Tuyen has become a leading retirement specialist in the industry. He has established over 600 retirement plans and is sought out by industry professionals for his advanced knowledge on product and product designs. He holds the honor of being named PLANADVISER's Top 100 Retirement Plan Advisers1 & Financial Times Top 401k Advisor2 & NAPA Top 401k Advisor3.
In addition to 401(k) planning, Tuyen brings expertise in the areas of Executive Deferred Compensation, 529 College Savings Plans, Key-Person Insurance and Buy-Sell Agreements.
1The “Top 100 Retirement Plan Advisers” list by PLANADVISER Magazine recognizes individuals, teams, and multi-office teams according to quantitative measures, including the dollar value of qualified plan assets under advisement as well as the number of plans under advisement. Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators.
2Applicants were required to advise on at least $50m in DC plan assets and have at least 20 per cent of their client assets in DC plans. Selected via questionnaire and Financial Times research.
3List of leading individual advisor firms ranked by DC assets under advisement.
Marek Pfeil, CFA
Marek is a financial advisor with Pensionmark Financial Group where he specializes in designing best in-class retirement plans for his clients. With his decades of industry experience, he has coached countless companies and plan fiduciaries on how to best meet their obligations under ERISA and align their corporate goals with their benefits strategy.
Prior to joining Pensionmark, Marek was a Managing Director at SageView Advisory Group where he advised retirement plan sponsor clients on plan design, investment oversight and fiduciary issues. He helped craft SageView’s institutional investment process and chaired the firm’s Investment Committee. Marek also worked at Weyerehaeuser Realty Investors and John Burns Real Estate Consulting, both located in Southern California. He started his career at Cambridge Associates at the firm’s Arlington, Virginia office, and he also spent three years at Sallie Mae.
Marek holds an undergraduate degree in Finance from Virginia Polytechnic Institute and State University (Virginia Tech) where he graduated summa cum laude and was a four-year letterman on the men’s tennis team. He has an MBA with a concentration in Finance/Investments from the University of Notre Dame Mendoza College of Business. Marek has earned the right to hold the Chartered Financial Analyst (CFA) designation and holds the FINRA Series 7 and 66 security registrations.
When not advocating for his clients, Marek can be found with his wife and two kids looking for the newest sushi restaurant in Orange County. Marek is an avid golfer, enjoys traveling and a “powder hound” in the winter time.
Designations: RHU®, REBC®
Stephanie R. Reese joined Tutton Insurance Services in March of 2009 but has been in the financial and insurance industry for over fifteen years. She began her career as an intern at Merrill Lynch, assisting the firm with stock market research and investment analysis. After receiving her B.A. in Economics from Scripps College, she accepted a position as an associate with John Hancock where she assisted individuals and small businesses with their life insurance and investment needs. Stephanie holds the honor of being the only female associate to finish in the Top 10 in her group in 2006. Also in 2006, she was awarded the John Hancock Spirit Award and, in 2008, she was named the Southern California Johnson Agency’s Production Leader in Long Term Care Insurance. In her eight year career with Tutton Insurance Services, she has been nominated six times for Employee of the Year, receiving the honor in 2010. In 2016, she was nominated as a Top Woman Advisor by the National Association of Plan Advisors (NAPA).
Stephanie is a frequent guest lecturer at Scripps College—speaking at both the Economics Senior Seminar and Personal Finance classes regarding financial planning and retirement. Stephanie is FINRA Series 6 and 63 registered and carries a California Life & Health license. She is also a Registered Health Underwriter (RHU®) and Registered Employee Benefits Consultant (REBC®).
In her free time, Stephanie and her husband enjoy traveling to wherever good food and wine can be found!