Kacie Burger
Retirement Planning Expert at Sequoia Consulting Group with CFP Certification
- Role
- 401(K) Consultant at Sequoia
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
401(K) Consultant
Aug 2022 — Present
As a 401(k) Consultant, I’m focused on optimizing the Sequoia client retirement experience and unifying it with our full benefits suite, including healthcare and wellbeing.At Sequoia, we protect our clients by limiting their fiduciary liability and educate their employees so they can become financially independent and able to meet their retirement goals.Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Sequoia Benefits, LLC are non-affiliated entities.
Education
Archbishop Wood
High School
1997 — 2001
Siena University
Bachelor’s Degree, Marketing/Marketing Management, General
2001 — 2005
Skills
- Leadership
- Relationship Management
- Coaching
- Investments
- Sales
- Performance Management
- Interviewing Skills
- Interview Preparation
- Team Leadership
- Client Services
- Client Relations
- Time Management
- Finance
- Crm
- Development Coaching
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