Director of Retirement Plan Services
B.A., Economics and Financial Accounting, University of California Riverside; Accredited Asset Management Specialist (AAMS®); Accredited Investment Fiduciary (AIF®); FINRA Series 65, previously held Series 7 & 66
Wale is responsible for overseeing the Retirement Plan Services division that includes business and client development, strategic planning, marketing and client service. Before joining Savant in 2018, Wale worked as a Wealth and Investment Advisor for large broker dealers such as TIAA-CREF and Bank of America Merrill Lynch, providing personal financial planning services and portfolio management to high net worth individuals. Wale also worked with the City & County of San Francisco’s $10 Billon Deferred Compensation Plan back in 2010.