Thomas Ming
Pensionmark Financial Group
- Role
- Managing Partner at World Investment Advisors
- Location
- Bakersfield, CA, US
- LinkedIn followers
- 500 followers
About Thomas Ming
With a positive, hands on, service \"Wins\" attitude, my firm partners with corporate and non profit retirement plan sponsors to streamline the complexities, reduce plan fees and brings a standardized operational process that better prepares participants for retirement. As the Managing Director of Pensionmark Financial Group in the San Joaquin Valley, this is what separates us from the competition. The Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark Financial Group is pleased to announce it was named as a 2019 PLANADVISER Top 100 Retirement Plan Adviser. Pensionmark has been recognized on PLANADVISER’S annual list for nine years, since its inception in 2011.The list includes advisers at the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients—including sponsors of defined contribution (DC), defined benefit (DB) and nonqualified plans.Pensionmark is named as a “Mega Team with $12 Billion or More in Retirement Plan Assets Under Advisement” and “Mega Team with more Than 300 Retirement Plans Under Advisement”.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.
Experience
Managing Partner
Jan 2014 — Present
Helping 401(k) Plan Trustees operate a successful retirement plan that allows employees to be better prepared for retirement!
Education
Garces Memorial High School
High School
1985 — 1988
Arizona State University
Bachelor's Degree
1990 — 1993
Skills
- Employee Benefits
- Series 63
- Pensions
- 401k
- Strategic Planning
- Customer Service
- Securities
- Series 6
- Retirement Planning
- Series 7
- Defined Benefit
- Financial Services
- Investments
- Retirement
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Mutual Funds
- Management
- Financial Advisory
- Investment Advisory
- Finance
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