Jennifer Chan Purisima
Vice President, Retirement Plan Consultant @Sageview Advisory Group
Los Angeles, CA, US
EMAILS
j••••••••@sageviewadvisory.com
MOBILE NUMBERS
+12•••••••12
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WORK HISTORY
Jan 2025 — Present
Vice President, Retirement Plan Consultant @Sageview Advisory Group
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EDUCATION
1980 — 1984
UCLA
BA, Economics
SKILLS
RetirementSeries 7Conversion ManagementRetirement PlanningFinraSeries 6401kMergers & AcquisitionsDefined Benefit403 BSecuritiesSeries 63Asset AllocationMutual FundsPensionsInvestments
ABOUT JENNIFER CHAN PURISIMA
MacArthur Blvd, Suite 1050 Newport Beach, CA…
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