Jennifer Chan Purisima

Vice President, Retirement Plan Consultant at SageView Advisory Group

Jennifer Chan Purisima is a seasoned professional with extensive experience in client service and administrative roles within the financial services sector. Currently serving as Director of Client Service at SageView Advisory Group since August 2007, Jennifer is a registered representative of Cetera Advisor Networks LLC. Prior to this position, Jennifer worked as an Account Executive at ABD Insurance & Financial Services from 1999 to 2007, managing client relationships for retirement and financial services plan sponsors. Jennifer’s career began at HCM Benefits, Inc. as Director of Administration, overseeing administration, payroll, and human resources from 1996 to 1999, and included roles as Office Manager at Kindel & Anderson and Assistant Property Manager at Deauville Savings and Loan. Jennifer earned a Bachelor of Arts degree in Economics from UCLA from 1980 to 1984.

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Los Angeles, United States

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SageView Advisory Group

SageView Advisory Group is a California-based investment advisory firm.