Eddie Garza

Director - Retirement Plan Consultant

Role: Director - Retirement Plan Consultant at World Investment Advisors
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Eddie Garza

I am committed to serving plan sponsors by making it easy for participants to identify…

Experience

Director - Retirement Plan Consultant
World Investment Advisors
Sep 2022 — Present · Austin, TX, US

Education

Sam Houston State University
Bachelor of Arts, Criminal Justice
1993 — 1996

Skills

Asset Allocation
Portfolio Management
Retirement Solutions
Fiduciary Services
Mutual Funds
Client Retention Programs
Retirement
Series 65
401k
Retirement Planning
Bilingual-English/Spanish
Series 6
Series 63
Qualified Retirement Plans
Retirement Plan Consulting
Investments
Financial Services
Asset Retention
Manage Client Relationships
Defined Benefit
Investment Advisory

Contact information

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Work email
•••••@pensionmark.com
Personal email
•••••@•••••.com
Direct dial
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Current company

World Investment Advisors

Financial Services · 216 employees · Founded 1988 · Lincroft, New Jersey, United States

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations that supports $72.7B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.

pensionmark.com

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