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San Diego Pension Consultants is Now NFP

San Diego Pension Consultants has been a part of NFP since 1998, and we’re excited to have fully rebranded to reflect that we’re part of the NFP family. Our name might have changed, but we’re still the same team providing the same great service you have come to know over the years. 

Our San Diego office will continue to provide custom retirement plans and design features to strategically balance the intricacies of eligibility requirements, contribution allocation formulas, withdrawal rules, IRS compliance and other complicated technical issues. With our team at your side, you can have confidence that your plan has been optimized to specifically address unique business needs and maximize tax benefits. 

What We Provide

Our San Diego, CA, office provides comprehensive retirement advisory, plan design and administration solutions.

Retirement Advisory

We help take the worry out of retirement planning so you – and your employees – can focus on business. Implement smart retirement plans for happier, more focused, more productive employees. 

Third-Party Administration

We understand the full scope of retirement plan administration and help small and midsize businesses design, implement and administer tailored retirement plans.

Plan Design

Creating a successful retirement plan isn’t just about the numbers. You need methods to encourage employee participation and prepare them for retirement. We create a cost-effective solution that can help improve plan health. 

Team

Regional & Divisional Leadership

Mike Schneider
Mike Schneider President, Central and West Region
Joel Shapiro
Joel Shapiro President, Retirement
Michelle Camacho
Michelle Camacho Senior Vice President, Sales

Local Leadership

Greg Allen
Greg Allen Managing Director, Retirement
Jim Peterson, ERPA, APA
Jim Peterson, ERPA, APA Vice President, Retirement


Main Office

9665 Chesapeake Drive; Suite 201, Floor 2
San Diego, California 92123


Contact Our Office