World Investment Advisors (formerly Pensionmark) Employee Directory

Financial ServicesCalifornia, United States501-1000 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 World Investment Advisors (formerly Pensionmark) employees' phone numbers or email addresses

World Investment Advisors (formerly Pensionmark) Global Highlights

North America
266

United States Of America
266

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Poland
1

South America
1

Colombia
1

World Investment Advisors (formerly Pensionmark)'s Leadership

C. S.
Chief Executive Officer
Mobile Phone
Email
K. R.
Chief Financial Officer
Mobile Phone
Email
A. E.
Chief Compliance Officer
Mobile Phone
Email
J. C.
Chief Of Compliance
Mobile Phone
Email
M. G.
Vice President Of Wealth Management
Mobile Phone
Email
J. B.
Vice President Client Services
Mobile Phone
Email
N. G.
Vp Retirement Consultant
Mobile Phone
Email
E. W.
President
Mobile Phone
Email

Contact profiles from World Investment Advisors (formerly Pensionmark)

Name

Title

Contact Info

Location

Last Update

C. B.
Managing Director And Chief Investment Officer - Wealth Management At Wd Pensionmark
Mobile Phone
Email
United StatesTexas
Jul 18, 2024
D. C.
Interim President
Mobile Phone
Email
Oct 24, 2024
J. S.
Cofounder
Mobile Phone
Email
Oct 18, 2024
M. K.
Managing Partner
Mobile Phone
Email
Oct 23, 2024
N. G.
Senior Vice President Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024
S.
President/Ceo, Wd Pensionmark
Mobile Phone
Email
Jul 09, 2024
S. D.
Partner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. W.
Managing Partner
Mobile Phone
Email
Oct 18, 2024
J. T.
Executive Vice President
Mobile Phone
Email
Oct 27, 2025
M. G.
Vice President Of Wealth Management
Mobile Phone
Email
United StatesTexas
Nov 18, 2025

Frequently Asked Questions

What is World Investment Advisors (formerly Pensionmark) known for?

World Investment Advisors (formerly Pensionmark) was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 24 East Cota Street, Suite 200. Explore World Investment Advisors (formerly Pensionmark)'s company overview page for more information.

What is World Investment Advisors (formerly Pensionmark)'s most common email format?

World Investment Advisors (formerly Pensionmark) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more World Investment Advisors (formerly Pensionmark) email formats with LeadIQ.

How many employees does World Investment Advisors (formerly Pensionmark) have currently?

World Investment Advisors (formerly Pensionmark) has approximately 501 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are World Investment Advisors (formerly Pensionmark)'s key employees and leadership?

As of December 2025, World Investment Advisors (formerly Pensionmark)'s key employees include:

Chief Executive Officer: C. S.
Chief Financial Officer: K. R.
Chief Compliance Officer: A. E.
Chief Of Compliance: J. C.
Vice President Of Wealth Management: M. G.

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