For a second consecutive year, PLANADVISER has named Beacon Pointe’s Retirement Plan Services Group a Top Retirement Plan Adviser for 2023, recognizing our Managing Director, Michele T. Sarna, AIF®, AWMA®, CFP®.
As a well-deserving recipient of this PLANADVISER accolade, we are proud to showcase Michele Sarna’s hard work and dedication to client service and retirement planning excellence.
About Michele T. Sarna, AIF®, AWMA®, CFP®
Michele specializes in qualified retirement planning, with extensive knowledge in the investment management industry, with a focus on plan design, implementation, and management that help employers and employees reach their retirement savings goals. She also holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary™, and Accredited Wealth Management Advisor™ designations. As a female wealth advisor, Michele is passionate about empowering women both professionally and personally and is an active member of Beacon Pointe’s Women’s Advisory Institute.
To learn more about Michele T. Sarna, AIF®, AWMA®, CFP®, please click here.
To request an appointment with Michele T. Sarna, AIF®, AWMA®, CFP®, please click here.
About PLANADVISER’s 2023 Top Adviser Award
Advisers recognized in PLANADVISER’s rankings have met the minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.
Our Retirement Plan Services Group is humbled to be included in this year’s iteration of the 2023 Top Retirement Plan Advisers list, including 205 industry peers and advisers who stand out for their exceptional service of various retirement plans.
To learn more about PLANADVISER’s Top Retirement Plan Advisers rankings, please click here.
To view the complete list of advisers included in PLANADVISER’s 2023 Top Retirement Plan Advisers rankings, please click here.
PLANADVISER is a trusted resource for America’s retirement benefit decision-makers, known for its reputation for editorial integrity, objectivity, and leadership. Plan sponsors and advisers rely on PLANADVISER magazine to help them stay informed on all the changes within the retirement industry, including crucial issues and important new innovative solutions.
About Beacon Pointe
Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.
The PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice, including the amount of retirement plan assets under advisement and the number of plans under advisement. Because this recognition is based solely on quantitative figures, there is no judging or subjective measurement. The period used for consideration for award recognition is typically the previous calendar year. Neither advisory firms more than their employees pay a fee in exchange for this award.