World Investment Advisors

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World Investment Advisors — overview

About

World Investment Advisors is a U.S.-based investment consultant firm. The firm provides wealth management, defined contribution, defined benefit, terminal funding, and not-for-profit services. The firm advises a diverse group of clients, including retirement plans and individual wealth management clients. The firm was formerly known as Pensionmark Financial Group and was acquired by World Insurance Associates in March 2022. The rebranding to World Investment Advisors occurred in September 2024.

World Investment Advisors - known decision makers (29)

Position	Location	Asset Class
Assistant Vice President & Wealth Management Advisor		PEREHF
Consultant	Santa Barbara, US	PEPEREREHFHF
Director	Santa Barbara, US	PEREHFGEN
Executive Vice President	Santa Barbara, US	PEHF
Executive Vice President & CCO	Santa Barbara, US	PEHF

Showing 5 of 29 known decision makers World Investment Advisors

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