Michael A. Coelho
SageView Advisory Group
SageView Advisory Group stands out from the competition by offering a complete suite of retirement advisory services with three unique features: Their proven proprietary processes, their insights, and their commitment to translating the mysteries of retirement advisory into plain English that clients and participants can understand and use. Michael Coelho is Managing Director responsible for the delivery of quality retirement plan solutions. With more than 20 years in the retirement plan industry, Michael provides careful navigation for employers to help them maximize results and mitigate their fiduciary liability. He was named “Most Influential Advisor in the $5-$15 Million Plan Market” by The 401k Wire in 2011. Michael earned the C(k)P® Certified 401k Professional designation from TRAU, The Retirement University at the UCLA Anderson School of Business, in 2012 where he also serves as a founding lecturer.
Austin, TX & Irvine, CA
Registered Representative with and securities offered through Cetera Advisor Networks, LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Advisory Services offered through SageView Advisory Group, LLC. Cetera is under separate ownership from any other named entity.