Precept Advisory Group
Investment Bank/Securities Brokerage - Irvine, CA, US
Precept Advisory Group Employees
Linda Bright,AIF(r),CRA(r),C(k)P(r)
Sr. Vice President & Managing Director
Precept Advisory Group Senior Management
Linda Bright,AIF(r),CRA(r),C(k)P(r)
Sr. Vice President & Managing Director
Precept Advisory Group Details
Leading our clients in building and managing high value retirement benefit programs is the primary focus of the Precept Advisory Group (PAG). We recognize the importance of supporting all stakeholders, from finance and human resources executives to legal, external ERISA counsel, auditors, and plan participants.As a nationally recognized Registered Investment Advisory (RIA) firm, PAG has the expertise and passion to enhance retirement plan outcomes for participants and plan sponsors. Our clients understand the value of receiving unbiased and independent advice. And, with our industry-leading consultative approach, well documented process-centric services, and disciplined investment oversight, we are able to build customized, cost-effective programs that deliver more.
Precept Advisory Group Technologies
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