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Retirement Plan Advisors

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Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. Y... Read more

Industries

Retirement, Investment Management

Headquarters

Employees

Links

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Joshua Schwartz

President

Joshua Schwartz

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Caitlin Cunningham

Vice President Of Marketing & Communications

Director Finance

T.j. Kistner Cfa, Caia

Chief Investment Officer

Practitioner Mark R. Mitchell (R)

Owner

Christopher McGrath

Coo, Principal

Office Coordinator, Exec Assistant

Jacqueline Healy

Client Reporting & Proposal Manager

Relationship Manager

Client Communications & Proposal Specialist

Sharon O'Connor

Administrative Assistant

Teams

Marketing and Client Support

7 members

Leadership Team

5 members

Operations and Administrative Support

3 members

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