Community Champion Organization
Personal Finance Expert SageView Advisory Group
Established in 1989 as a 100% employee-owned retirement planning firm, Personal Finance Expert SageView Advisory Group has grown into a nationwide wealth management practice with 32 regional offices and 275 employees. Headquartered in Pasadena, California, the firm also champions its community by sponsoring and promoting financial wellness initiatives for individuals and workplaces.
SageView Advisory Group joins other community campaign sponsors by spearheading the distribution of financial wellness resources through the involvement of its Managing Director, Rodney Balbuena. The company takes a philanthropic approach to strengthening communities through financial education. Thanks to this true community champion organization, individual citizens and organizations alike can benefit from the increased availability of financial education materials and training.
Company History
As a financial advisor my main goal is to help people make informed decisions about their retirement benefits and savings habits. For the past 15 years, my primary dedication has centered on facilitating the achievement of retirement objectives for a diverse range of corporations, institutions, and individuals.
SageView Advisory Group has always been a strong proponent of employee education and financial wellness and empowerment.
Since joining SageView in 2017, I have taken the lead in hundreds of employee education sessions and conducted thousands of individual counseling sessions, offering support in both English and Spanish. These endeavors have played a pivotal role in aiding my clients as they work toward their retirement objectives.
Community Service Gratitude for Personal Finance Expert SageView Advisory Group
The contributions SageView Advisory Group has offered California communities make a powerful impact on the California Financial Educators Council’s capability to realize its vision. These generous resource donations enable the CFEC to launch new initiatives and expand on existing ones so more families and organizations can benefit from improved financial well-being.
Beneficiary organizations and individuals across California have received greater access to financial education resources through SageView Advisory Group’s campaign. In addition, the company conducts efforts to raise awareness about the initiative to increase its chances of achieving maximum sustainability.
Rodney Balbuena leads this campaign with a focus on inclusivity, prosperity, economic resilience, and social progress. He continues to display the same characteristics as he advocates for greater financial wellness around California.
