Reinventing Retirement Benefit Consulting, Realizing Results

Allie Rivera, CFA

Senior Consultant & Director of Investment Consulting

Allie C. Rivera is Senior Consultant and Director of Investment Consulting for Strategic Retirement Group. Allie’s responsibilities include researching, analyzing and monitoring retirement plan investments, benchmarking plan design features, fees and services and providing essential support to SRG’s senior consultants. In addition, Allie facilitates provider and asset manager due diligence projects.

Prior to joining SRG in 2014, Allie gained experience in the retirement plan sector at Katz, Zlotnick & Associates where her responsibilities included investment due diligence and analysis. Allie also worked on a number of internal and client facing research projects.

In 2012, Allie graduated from Gettysburg College with a BA in Mathematics and in 2013, she passed the CFP examination. Allie is a CFA® charterholder and a member of the CFA Institute. She holds FINRA Series 7, 63 through Triad Advisors and the FINRA Series 65 registration through Strategic Retirement Group, Inc.