Complimentary Consultation
2810 Camino del Rio S., Suite 104, San Diego, CA 92108
OUR TEAM
Sarah C. Teller, APA & President
Sarah grew up in San Diego and graduated from San Diego State University with a Bachelor of Arts in Applied Arts and Sciences in Public Administration with an Emphasis in City Planning. She has over 20 years’ experience in the ever changing Retirement Plan industry, is a member of the National Institute of Pension Administrators (NIPA) and maintains the Accredited Pension Administrator (APA) designation.
She spends enjoys building her professional contact network to learn, enhance business development and build trusted referrals for the benefit of her clients. She also attends benefits seminars, webinars and conferences to stay at the edge of this fast changing industry.
In her spare time, Sarah enjoys spending time with her husband, two bonus children and two French Bulldogs.
Sarah's Passions & Supported Charities:
San Diego State Mentor-Mentee Program
FirefighterAid
American Diabetes Association
Supporter of the Granite Hills Eagles Alumni Foundation, Football Program, Girls Field Hockey
Nicole Frey, Plan Consultant
Nicole is a native San Diegan, which not too many can say. She graduated from San Diego Mesa Community College with Degrees in Psychology, Physical Sciences and Social Sciences. She briefly resided in Houston and San Antonio, Texas before making her way back home and joining the team in 2016. She is always up for traveling and adventure, or can be found spending time around San Diego with her two adoptive dogs, Axl & Pumpkin.