SageView Advisory Group

Fieldman, Rolapp & Associates, based in Irvine, CA, is a well-established independent municipal advisory firm with over 50 years of experience in providing trusted financial counseling to public agencies in the Western United States. Their team of dedicated professionals offers practical and effective solutions tailored to meet the immediate and long-term financial needs of cities, counties, school districts, transportation entities, utilities, and water agencies. With a focus on integrity, service, and customized financial guidance, Fieldman, Rolapp & Associates stands out for their expertise in complex financing scenarios, continuing disclosure, and aftermarket services. Their diverse team of experienced professionals brings a wealth of knowledge and strategic insights to every client engagement, ensuring comprehensive support for a wide range of financial sectors.Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.