Deals & People
Pensionmark Expands Adviser Network
Mary Francisco joined Pensionmark Retirement Group
in its Santa Barbara, California corporate office.
Reported by Corie Russell
The affiliation will allow Francisco, who was previously a Merrill Lynch President’s Club adviser, to maintain an independent practice while partnering with Pensionmark.
The company recently completed a 2,500-square-foot addition to the Santa Barbara location.