N A P A B L A C K B O O K 2 01 9 | A D D I T I O N A L L I S T I N G S | B R O K E R - D E A L E R S & R I A s GARCIA WEALTH MANAGEMENT GROUP, INC.
GRP FINANCIAL
HUNTINGTON NATIONAL BANK
Templeton, CA | garciawealth.com
Carlsbad, CA | grpfinancial.com
Columbus, OH | huntington.com
KEY CONTACTS
Stephanie Kemp | 805.434.2608 | stephanie@garciawealth.com Rob Garcia | 805.434.2608 | rob@garciawealth.com
FIRM PROFILE
For almost twenty years, Garcia Wealth Management Group has been providing superior service to our retirement plan clients with 401k, 403b, and 457b plans. We focus on supporting our plan sponsors by taking over their fiduciary duty as a ( ) Investment Advisor and assisting them with their fiduciary obligations by benchmarking their plan, reviewing their plan design with our valued TPA partners, educating their employees in personal or group meetings and increasing participation rates. In addition, we will assist non-fiduciary advisors by taking on the ( ) advisory role for their plans in an open architecture environment.
PRIMARY MARKET(S) SERVED
KEY CONTACTS
Geoff White | 760.219.4015 | geoff.white grpfinancial.com Cosmo Gould | 415.526.2753 | cosmo.gould grpfinancial.com Stefanie Rzepecki | 401. 338.5872 | stef.rzepecki grpfinancial.com
KEY CONTACTS
Frank Zugaro | 330.384.7261 | frank.e.zugaro@ huntington.com Joe Capela | 330.384.7146 | joe.capela@huntington. com
FIRM PROFILE
GRP Financial is a recognized leader in the retirement plan space and an RIA providing innovative solutions and services to Retirement Plan and Wealth Management Advisors. With over 130 offices nationwide, GRPF is LPL s largest retirement focused hybrid RIA and home to more than 0 advisors representing B in AUM. The GRPF network works with over 5,500 plans, and manages 4B in wealth management accounts. Head uartered in San Rafael, CA and known for industry thought leadership, GRP was established as Financial Telesis in 1 and became GRP in 014 when FTI was ac uired by a group of top plan advisors.
At Huntington, we build meaningful, long-term relationships with the companies and people who depend on us for professional support. Our Retirement Services team provides advice and guidance to more than 1,000 defined contribution, defined benefit, non- ualified, endowment and foundation plans. We focus on fiduciary governance support for plan sponsors including investment selection and monitoring processes, employee education strategies, plan design considerations and vendor management due diligence. Our team strives to provide clients the comfort of knowing their plan and employees financial health is in the hands of skilled and committed professionals with strong ties to the communities we serve.
PRIMARY MARKET(S) SERVED
PRIMARY MARKET(S) SERVED
FIRM PROFILE
OPTIONS AVAILABLE
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» Business Development Consultants » rd Party endor Analysis Tool » Other Tools » Benchmarking Tools
» Participant Advice/Participant Services » CRM/Data Aggregation
» Allows Fiduciary Declaration ( 1)/ ( ) » 40 (b) ( ) In-House or Outsourced » Plan Sponsor Fiduciary Training » Stable alue Analysis » Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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OPTIONS AVAILABLE
OPTIONS AVAILABLE
» Preferred Provider Program
» Retirement Sales Desk Representative
» Business Development Consultants
» Recruiter for Retirement Plan Advisors
» rd Party endor Analysis Tool » Other Tools
» Benchmarking Tools
» Allows Fiduciary Declaration ( 1)/ ( ) » Plan Sponsor Fiduciary Training
» Retirement Sales Desk Representative
» rd Party endor Analysis Tool » Other Tools
» Participant Advice/Participant Services » CRM/Data Aggregation
» Internal Rollover Program
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models » 40 (b) ( ) In-House or Outsourced » Plan Sponsor Fiduciary Training
» Business Development Consultants
» Benchmarking Tools
NAPA-NET.ORG
» Retirement Sales Desk Representative
» Stable alue Analysis » Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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» Stable alue Analysis » Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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