World Investment Advisors (formerly Pensionmark)
Brittany Falk currently serves as a Relationship Manager at World Investment Advisors, following a tenure as Manager of Client Success at Rocket Dollar, Inc., where extensive experience included managing a significant client base and enhancing customer support operations. Previous roles at the Austin Film Festival encompassed positions as Executive Assistant and Development Event Coordinator, highlighting capabilities in office management, event coordination, and donor relations. A background in promotions was developed as Promotions Coordinator at KTSW FM-89.9, supported by education from Texas State University.
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World Investment Advisors (formerly Pensionmark)
World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.