According to the announcement, with nearly twenty years of industry experience, Pamela’s prior work history includes time at a wealth management company and several years as an investment analyst for an options trading firm.
Watson, who is a Chartered Financial Analyst (CFA) with a strong background in portfolio management, client service and investment consulting, will work with local clients to achieve fiduciary best practices and deliver ongoing investment due diligence. Watson will be located in the firm’s headquarters in Aliso Viejo, California.
401(k) Advisors specializes in retirement plan consulting for major and mid-sized private and institutional plan sponsors, and currently oversees $10 billion in assets under advisement. Offices are located in the Midwest, Northeast, Southeast, Southcentral and Western regions of the United States.