Barbara Sourjohn

Background

About Barbara Sourjohn

Barbara is a co-Managing Principal and focuses her efforts on partnering with employers to design and manage effective retirement plans for their organizations. She provides detailed plan and vendor evaluations, delivers comprehensive plan reviews, liaison between providers and plan sponsors, and education strategies for both plan sponsors and participants. She considers your plan a success when it meets the organization's goals and delivers opportunity for participants to reach their retirement income goals. Barbara holds the Accredited Investment Fiduciary designation from fi360, the Certified 401(k) Professional Designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education, and the Chartered Retirement Planning Counselor designation from the College for Financial Planning. Barbara began her career in the securities industry in 1978 and has been focused on retirement plans since 1989.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC)2603 Camino Ramon, Suite 200P.O. Box 217San Ramon, CA 94583707-396-0068