The Senex Group Email Format

Financial ServicesCalifornia, United States11-50 Employees

The Senex Group operates in the financial services sector, focusing on designing and implementing tax-qualified retirement plans for business owners and plan sponsors. Collaborating with established third-party administration and insurance firms, the firm constructs a range of solutions from basic SEP-IRAs to complex coordinated plans, including defined benefit, defined contribution, and 401(k) offerings, tailored to each client’s objectives. Its client base includes business owners seeking asset protection, financial advisors seeking to broaden services, and broker-dealers aiming to expand solutions for member firms, reflecting a role as a trusted partner in retirement planning. Based in Woodland Hills, California, the company positions itself as a knowledgeable practitioner with ERISA expertise and credentials such as ChFC, CLU, and CFP, backed by more than three decades of industry experience. The Senex Group emphasizes practical retirement outcomes and collaboration with experienced firms to deliver specialized retirement plan design and implementation.

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