LAFAYETTE, Calif.--()--Sitzmann Lavis White, LLC (dba SLW Retirement Plan Advisors), a retirement plan advisory firm, is pleased to announce that John Negrete has joined as a Retirement Plan Advisor.
“We are thrilled to have John join the team”
Mr. Negrete came to SLW from M Advisory Group (formerly Cal-Surance in Torrance, CA) where he served as a Retirement Plan Advisor for many of their qualified plan clients. John specializes in provider due diligence, fiduciary oversight and employee communications related to 401(k), 403(b), 457 and other qualified plan types.
“We are thrilled to have John join the team,” said Nathan White, Managing Principal of SLW. “John’s strong communication skills and first rate experience with a well-respected firm in Southern California will be a tremendous value to our growing clientele. Also, John will bring an enhanced focus on marketing which will allow us to expand into multiple markets throughout the West Coast. We couldn’t be happier that he has made the move.”
Mr. Negrete graduated from the UCLA with a Bachelor of Arts. He maintains his FINRA 7, 66 and California Life Agent licenses and is also fluent in Spanish. John, his wife Kat, and son Johnny will be relocating to Northern California next month.
About SLW Retirement Plan Advisors
SLW Retirement Plan Advisors (SLW) is a retirement plan advisory firm based in Lafayette, CA. SLW is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) and focuses on Qualified and Non-Qualified plans in multiple plan markets. As a leader in fiduciary risk governance, investment due diligence and plan benchmarking, their technical proficiency are unmatched nationwide. For more information, please visit www.slwadvisors.com.