Zoe Sexton
Retirement Plan Consultant @Marin Financial Advisors
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WORK HISTORY
Retirement Plan Consultant @Marin Financial Advisors
San Francisco, CA, US
Consult with Marin Financial Advisors on its pooled company retirement plans (401k, DBP, CBP, 403b) by maintaining excellent sponsor and participant services throughout the year. Provide quarterly investment reports and model fund fact sheets to sponsors, participants and plan administrators. Provide participant education and investment committee meetings. MFA acts as a 3(38) ERISA investment fiduciary.Implement benchmark reports on plans to measure provider quality, scope of services, value delivered and reasonableness of fees. Providers included in the benchmark report are the investment (fund) managers, financial advisors, and the record keeper/ third party administrators. We follow a methodical and logical process to evaluate retirement plans and provide value.
EDUCATION
UC Santa Barbara
BA, Film, English
Dominican University of California
MBA, Strategic Leadership
SKILLS
ABOUT ZOE SEXTON
I have a talent for bringing clarity to complex problems. Dynamic and experienced, my passion has evolved from a financial services to a focus on mental health and wellness.
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