YOUR EMPLOYEES DESERVE
FROM THEIR 401K PLAN
BUILD A BETTER PLAN WITH THE HELP OF OUR 401K EXPERTS
YOU MAY BE BURDENING YOUR EMPLOYEES WITH HIDDEN FEES AND UNDERPERFORMING FUNDS
A simple 1% reduction in fees means 28% more for your employees in retirement !
"When was the last time you had someone review your 401k plan?"
You might not be aware you’re being charged the fees below:
OUR TEAM CAN UNCOVER YOUR TRUE COST
Our goal is to bring transparency to the investment process and maximize returns on employee savings.
LET’S GET STARTED
Our investment advisors have worked at some of the most respected financial institution including PIMCO and Goldman Sachs
Danny leverages his 20 years of institutional investing experience to design retirement solutions that not only provide superior returns but also ensure fiduciary compliance. Formerly, Danny was a Portfolio Manager at PIMCO in Newport Beach where invested across the global equity markets. Prior to PIMCO, Danny managed $10 billion of equity assets at Artio Global in New York City. Danny has also lead private equity investments for Goldman Sachs and billionaire Paul Allen’s family office. Danny holds an MBA from Harvard Business School and M.Sc. in Electrical Engineering from MIT, and B.S in Electrical Engineering from Northeastern University.
Jeff is a seasoned investment executive with decades of experience running comprehensive fund operations for both established firms and start-ups, including Registered Investment Advisors, Hedge Funds, Mutual Funds and ETF’s. He is a recognized leader in managing high-performance teams and brings to 401K Fluency his cross-functional expertise in operations, accounting, compliance, technology, human resources and corporate governance.
Milind brings 20 plus years of diversified investment experience to 401K Fluency. Milind focuses on holistic wealth management that combines investment management, tax planning, and estate planning, helping his clients build a strong financial future. Milind is a faculty at the UCLA Extension where he teaches various investment courses. Milind holds the CFA, CPA, CPWA, and CFP designation.