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Deals & People September 28, 2015
Pensionmark Onboards Rogers Financial Group
Pensionmark Financial Group welcomes Rogers Financial as its newest adviser affiliate.
Reported by Judy Faust Hartnett
Pensionmark Financial Group has added another office to its Advisor Support Program (ASP).
Rogers Financial joined Pensionmark after more than two decades in the retirement specialist advisory industry. The recent affiliation becomes Pensionmark’s first office in Washington, D.C.
Kenneth Rogers, who takes on the new role of managing principal of Rogers Financial Pensionmark, says partnering with Pensionmark “will provide employees of our plan sponsor clients with access to a robust financial wellness offering and further enhance the depth of resources we provide to plan fiduciaries.”
The partnership provides Rogers Financial with an expanded suite of services, including Pensionmark’s proprietary financial wellness program, investment analytic tools and proposal systems. Along with the expanded services, Rogers Financial will maintain its independent business model.
“We are excited about the partnership and further growth within the Pensionmark family,” says Troy Hammond, president and CEO of Pensionmark Financial Group, located in Santa Barbara, California.