What departments does Pensionmark Financial Group have?

Pensionmark Financial Group has employees across 7 departments including Operations, Business, Finance, Administrative, Marketing.

What is the largest department at Pensionmark Financial Group?

The largest department at Pensionmark Financial Group is Finance with 4 employees.

Where are Pensionmark Financial Group employees located globally?

Pensionmark Financial Group has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Colombia.

How has Pensionmark Financial Group's team size changed over time?

Pensionmark Financial Group's team has grown from approximately 189 to 205 employees based on available data.

Pensionmark Financial Group Employee Directory

Q: Who are Pensionmark Financial Group's key employees and leadership?

Pensionmark Financial Group's key employees include: Executive Vp/Coo, Wd Pensionmark: J. S., Chief Executive Officer: C. S., Chief Growth Officer: J. S., Chief Compliance Officer: A. E., Chief Financial Officer: T. M..

Financial ServicesCalifornia, United States201-500 Employees

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations that supports $72.7B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. 

Meet the management team: https://worldadvisors.com/management-team

Find an Advisor: https://worldadvisors.com/find-an-advisor

*As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.

Find Pensionmark Financial Group employees' phone numbers or email addresses

Pensionmark Financial Group Global Highlights

North America
268

United States Of America
268

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Colombia
1

Pensionmark Financial Group's Leadership

C. S.
Chief Executive Officer
Mobile Phone
Email
J. S.
Chief Growth Officer
Mobile Phone
Email
A. E.
Chief Compliance Officer
Mobile Phone
Email
T. M.
Chief Financial Officer
Mobile Phone
Email
J. C.
Chief Of Compliance
Mobile Phone
Email
K. D.
Vp Of Marketing Communications
Mobile Phone
Email
J. B.
Vice President Client Services
Mobile Phone
Email
N. G.
Vp Retirement Consultant
Mobile Phone
Email

Pensionmark Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Consultant
Information Technology
Other
Legal

Contact profiles from Pensionmark Financial Group

Name

Title

Contact Info

Location

Last Update

K. D.
Managing Director
Mobile Phone
Email
United StatesColorado
Apr 07, 2026
A. B.
Director, Retirement Plan Consultant
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026
B. L.
Director, Advisor Support
Mobile Phone
Email
Apr 17, 2026
C. K.
Managing Director
Mobile Phone
Email
United StatesNew Jersey
Mar 30, 2026
J. S.
Managing Director
Mobile Phone
Email
United StatesGeorgia
Apr 13, 2026
J. E.
Managing Director
Mobile Phone
Email
United StatesArkansas
Mar 25, 2026
J. S.
Managing Director
Mobile Phone
Email
United StatesTexas
May 12, 2025
M. G.
Director Of Qualified Plans
Mobile Phone
Email
United StatesMassachusetts
Jan 11, 2024
M. S.
Managing Director
Mobile Phone
Email
United StatesNew Jersey
Mar 24, 2026
R. G.
Managing Director
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026

Frequently Asked Questions

What is Pensionmark Financial Group known for?

Pensionmark Financial Group was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 24 East Cota Street Suite 200 Santa Barbara, California 93101 United States. Explore Pensionmark Financial Group's company overview page for more information.

What is Pensionmark Financial Group's most common email format?

Pensionmark Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pensionmark Financial Group email formats with LeadIQ.

How many employees does Pensionmark Financial Group have currently?

Pensionmark Financial Group has approximately 216 employees as of April 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Pensionmark Financial Group's key employees and leadership?

As of April 2026, Pensionmark Financial Group's key employees include:

Chief Executive Officer: C. S.
Chief Growth Officer: J. S.
Chief Compliance Officer: A. E.
Chief Financial Officer: T. M.
Chief Of Compliance: J. C.

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