{"id":14,"date":"2023-03-09T18:41:04","date_gmt":"2023-03-09T18:41:04","guid":{"rendered":"https:\/\/stagefleek.com\/truretirement\/?page_id=14"},"modified":"2026-03-09T17:48:20","modified_gmt":"2026-03-09T17:48:20","slug":"about","status":"publish","type":"page","link":"https:\/\/stagefleek.com\/truretirement\/about\/","title":{"rendered":"Meet The Leadership"},"content":{"rendered":"<section class=\"l-section wpb_row us_custom_6e5bae22 height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container us_animate_afl\" style=\"animation-delay:0.3s\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><h1 class=\"w-post-elm post_title us_custom_55db6c80 has_text_color entry-title color_link_inherit\">Meet The Leadership<\/h1><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-4 wpb_column vc_column_container us_animate_afl\" style=\"animation-delay:0.3s\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-image align_none\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"809\" height=\"983\" src=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/image001.png?fit=809%2C983&amp;ssl=1\" class=\"attachment-large size-large\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/image001.png?w=809&amp;ssl=1 809w, https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/image001.png?resize=247%2C300&amp;ssl=1 247w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><strong>Anna M. Valencia<\/strong><\/h2>\n<\/div><\/div><div class=\"wpb_text_column us_custom_6217dcc9\"><div class=\"wpb_wrapper\"><h3>Managing Partner<\/h3>\n<\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_primary align_left no_text\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100 Ext. 123\"><div class=\"w-iconbox-icon\" style=\"font-size:1rem;\"><i class=\"material-icons\">phone<\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100 Ext. 123\">(714) 263-3100 Ext. 123<\/a><\/p><\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_primary align_left no_text\"><a href=\"mailto: avalencia@pensionarchitectsllc.com\" class=\"w-iconbox-link\" aria-label=\"avalencia@pensionarchitectsllc.com\"><div class=\"w-iconbox-icon\" style=\"font-size:1rem;\"><i class=\"material-icons\">mail<\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"mailto: avalencia@pensionarchitectsllc.com\" class=\"w-iconbox-link\" aria-label=\"avalencia@pensionarchitectsllc.com\">avalencia@pensionarchitectsllc.com<\/a><\/p><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"w-tabs style_default switch_click accordion remove_indents\" style=\"--sections-title-size:inherit\"><div class=\"w-tabs-sections titles-align_none icon_chevron cpos_right\"><div class=\"w-tabs-section\" id=\"v252\"><button class=\"w-tabs-section-header\" aria-controls=\"content-v252\" aria-expanded=\"false\"><div class=\"w-tabs-section-title\">About Anna<\/div><div class=\"w-tabs-section-control\"><\/div><\/button><div  class=\"w-tabs-section-content\" id=\"content-v252\"><div class=\"w-tabs-section-content-h i-cf\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p><span style=\"font-weight: 400;\">Anna is the Managing Partner of Pension Architects, LLC, a Third-Party Administrator for employee benefits plans located in Costa Mesa, CA.\u00a0 Anna has extensive experience in qualified retirement plans. For over 30 years, she has consulted with clients on regulatory matters, plan design, and plan administration.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before she started her pension career, Anna served in the United States Army. After the military, she began her journey in the retirement plan industry where she held significant positions, including the position of Vice President, Pension Operations for CNA Trust.\u00a0 In this role, she managed the pension administration, actuarial, marketing and compliance departments.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Anna earned her Bachelor of Science in Business Management at the University of Phoenix, in Southern California. She holds multiple designations as an Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) from the National Institute of Pension Administrators (NIPA). She had also attained the designation of an Enrolled Retirement Plan Agent (ERPA) from the American Society of Pension Professionals and Actuaries (ASPPA).<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-4 wpb_column vc_column_container us_animate_afr\" style=\"animation-delay:0.3s\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-image align_none\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"809\" height=\"983\" src=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/headshot-geoff.png?fit=809%2C983&amp;ssl=1\" class=\"attachment-large size-large\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/headshot-geoff.png?w=809&amp;ssl=1 809w, https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/headshot-geoff.png?resize=247%2C300&amp;ssl=1 247w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><b>Geoffery H. Ewertz<\/b><\/h2>\n<\/div><\/div><div class=\"wpb_text_column us_custom_6217dcc9\"><div class=\"wpb_wrapper\"><h3>Partner<\/h3>\n<\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_primary align_left no_text\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100 Ext. 124\"><div class=\"w-iconbox-icon\" style=\"font-size:1rem;\"><i class=\"material-icons\">phone<\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100 Ext. 124\">(714) 263-3100 Ext. 124<\/a><\/p><\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_primary align_left no_text\"><a href=\"mailto: gewertz@pensionarchitectsllc.com\" class=\"w-iconbox-link\" aria-label=\"gewertz@pensionarchitectsllc.com\"><div class=\"w-iconbox-icon\" style=\"font-size:1rem;\"><i class=\"material-icons\">mail<\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"mailto: gewertz@pensionarchitectsllc.com\" class=\"w-iconbox-link\" aria-label=\"gewertz@pensionarchitectsllc.com\">gewertz@pensionarchitectsllc.com<\/a><\/p><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"w-tabs style_default switch_click accordion remove_indents\" style=\"--sections-title-size:inherit\"><div class=\"w-tabs-sections titles-align_none icon_chevron cpos_right\"><div class=\"w-tabs-section\" id=\"nc9f\"><button class=\"w-tabs-section-header\" aria-controls=\"content-nc9f\" aria-expanded=\"false\"><div class=\"w-tabs-section-title\">About Geoffery<\/div><div class=\"w-tabs-section-control\"><\/div><\/button><div  class=\"w-tabs-section-content\" id=\"content-nc9f\"><div class=\"w-tabs-section-content-h i-cf\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p><span style=\"font-weight: 400;\">Geoff is a Senior Consultant for Pension Architects, LLC.\u00a0 He is also the CEO and Owner of South Coast Pension Services, Inc., a Third-Party Administrator for employee benefits plans located in Costa Mesa, CA.\u00a0 Since 1981, Geoff has consulted with more than 4,000 clients on retirement plan design, installation and administration. He has also lectured throughout the State of California on qualified retirement plans for the California Certified Public Accountants Education Foundation.\u00a0 He wrote and taught courses on retirement plans for the Foundation, which included: Qualified Retirement Plans, Maximizing Tax Benefits, Dealing with Problems in Pension and Profit-Sharing Plans and Retirement Plan Consulting issues.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Geoff has also lectured at various professional seminars about qualified retirement plans. He is a member of the American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Tax Division of the American Institute of Certified Public Accountants, specializing in employee benefits.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Geoff earned his Bachelor of Science in Accounting from California State University, Northridge. He received awards for Outstanding Business Student and Top Accounting Student. He also had post graduate education in Finance at California State University Long Beach and in taxation at Golden Gate University. <\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-4 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-image align_none\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"809\" height=\"983\" src=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/image002.png?fit=809%2C983&amp;ssl=1\" class=\"attachment-large size-large\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/image002.png?w=809&amp;ssl=1 809w, https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2026\/03\/image002.png?resize=247%2C300&amp;ssl=1 247w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><b>Robert D. Valencia<\/b><\/h2>\n<\/div><\/div><div class=\"wpb_text_column us_custom_6217dcc9\"><div class=\"wpb_wrapper\"><h3>Partner<\/h3>\n<\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_primary align_left no_text\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100 Ext. 120\"><div class=\"w-iconbox-icon\" style=\"font-size:1rem;\"><i class=\"material-icons\">phone<\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100 Ext. 120\">(714) 263-3100 Ext. 120<\/a><\/p><\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_primary align_left no_text\"><a href=\"mailto: rvalencia@pensionarchitectsllc.com\" class=\"w-iconbox-link\" aria-label=\"rvalencia@pensionarchitectsllc.com\"><div class=\"w-iconbox-icon\" style=\"font-size:1rem;\"><i class=\"material-icons\">mail<\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"mailto: rvalencia@pensionarchitectsllc.com\" class=\"w-iconbox-link\" aria-label=\"rvalencia@pensionarchitectsllc.com\">rvalencia@pensionarchitectsllc.com<\/a><\/p><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"w-tabs style_default switch_click accordion remove_indents\" style=\"--sections-title-size:inherit\"><div class=\"w-tabs-sections titles-align_none icon_chevron cpos_right\"><div class=\"w-tabs-section\" id=\"j0c1\"><button class=\"w-tabs-section-header\" aria-controls=\"content-j0c1\" aria-expanded=\"false\"><div class=\"w-tabs-section-title\">About Robert<\/div><div class=\"w-tabs-section-control\"><\/div><\/button><div  class=\"w-tabs-section-content\" id=\"content-j0c1\"><div class=\"w-tabs-section-content-h i-cf\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p class=\"p1\">Robert is a partner at Pension Architects LLC, a Third-Party Administrator for employee benefits plans located in Costa Mesa, CA. Robert served in the United States Army from 1979 to 1982. After the military Robert worked as a supervisor for United Parcel Service for 26 years. His valuable experience as a supervisor with this large organization prepared him for his next role. In 2011, he joined our leadership team as Manager, Pension Operations. He manages the customer service, government filings and benefit payments departments.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row us_custom_8deeedb1 has_text_color height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-2 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><div class=\"vc_col-sm-8 wpb_column vc_column_container us_animate_aft\" style=\"animation-delay:0.3s\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1 style=\"text-align: center;\"><strong>Our Mission<\/strong><\/h1>\n<\/div><\/div><div class=\"wpb_text_column us_custom_c5ac9e41\"><div class=\"wpb_wrapper\"><p style=\"text-align: center;\"><span>Our mission is to help employers and their employees achieve retirement goals by delivering custom retirement plan solutions. We are committed to providing expert guidance, strategies, and unparalleled service.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-2 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_middle type_default stacking_default\"><div class=\"vc_col-sm-6 wpb_column vc_column_container us_animate_afl\" style=\"animation-delay:0.3s\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"w-image align_none\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"750\" height=\"500\" src=\"https:\/\/i0.wp.com\/stagefleek.com\/truretirement\/wp-content\/uploads\/2023\/03\/IMG_1380-1.png?resize=750%2C500&amp;ssl=1\" class=\"attachment-us_750_500_crop size-us_750_500_crop\" alt=\"\" loading=\"lazy\" \/><\/div><\/div><\/div><\/div><\/div><div class=\"vc_col-sm-6 wpb_column vc_column_container us_animate_afr\" style=\"animation-delay:0.3s\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">[vc_raw_html]JTNDZGl2JTIwY2xhc3MlM0QlMjJncmVlbmxpbmUlMjIlM0UlM0MlMkZkaXYlM0U=[\/vc_raw_html]<div class=\"w-separator size_small\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><strong>We Offer Tailored Solutions<\/strong><\/h2>\n<\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h3>We have two office locations to better serve our clients from all over the United States:<\/h3>\n<\/div><\/div><div class=\"w-separator size_custom\" style=\"height:.75rem\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h5>Costa Mesa, CA<\/h5>\n<\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_secondary align_left no_text\"><div class=\"w-iconbox-icon\" style=\"font-size:18px;\"><i class=\"fas fa-map-marker-alt\"><\/i><\/div><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\">151 Kalmus Drive, Suite B, Costa Mesa, CA 92626-5988<\/p><\/div><\/div><div class=\"w-separator size_custom\" style=\"height:.5rem\"><\/div><div class=\"w-iconbox iconpos_left style_default color_secondary align_left no_text\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100\"><div class=\"w-iconbox-icon\" style=\"font-size:18px;\"><i class=\"fas fa-phone-alt\"><\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"tel: (714) 263-3100\" class=\"w-iconbox-link\" aria-label=\"(714) 263-3100\">(714) 263-3100<\/a><\/p><\/div><\/div><div class=\"w-separator size_small\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h5>Ontario, CA<\/h5>\n<\/div><\/div><div class=\"w-iconbox iconpos_left style_default color_secondary align_left no_text\"><div class=\"w-iconbox-icon\" style=\"font-size:18px;\"><i class=\"fas fa-map-marker-alt\"><\/i><\/div><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\">3200 Guasti Road, Suite 100, Ontario CA 91761<\/p><\/div><\/div><div class=\"w-separator size_custom\" style=\"height:.5rem\"><\/div><div class=\"w-iconbox iconpos_left style_default color_secondary align_left no_text\"><a href=\"tel: 909-259-9429\" class=\"w-iconbox-link\" aria-label=\"(909) 259-9429\"><div class=\"w-iconbox-icon\" style=\"font-size:18px;\"><i class=\"fas fa-phone-alt\"><\/i><\/div><\/a><div class=\"w-iconbox-meta\"><p class=\"w-iconbox-title\"><a href=\"tel: 909-259-9429\" class=\"w-iconbox-link\" aria-label=\"(909) 259-9429\">(909) 259-9429<\/a><\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Meet The LeadershipAnna M. Valencia Managing Partner phone(714) 263-3100 Ext. 123mailavalencia@pensionarchitectsllc.comAbout AnnaAnna is the Managing Partner of Pension Architects, LLC, a Third-Party Administrator for employee benefits plans located in Costa Mesa, CA.\u00a0 Anna has extensive experience in qualified retirement plans. For over 30 years, she has consulted with clients on regulatory matters, plan design, and...","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"footnotes":""},"class_list":["post-14","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Meet The Leadership - My Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stagefleek.com\/truretirement\/about\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet The Leadership - My Blog\" \/>\n<meta property=\"og:url\" content=\"https:\/\/stagefleek.com\/truretirement\/about\/\" \/>\n<meta property=\"og:site_name\" content=\"My Blog\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-09T17:48:20+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/stagefleek.com\\\/truretirement\\\/about\\\/\",\"url\":\"https:\\\/\\\/stagefleek.com\\\/truretirement\\\/about\\\/\",\"name\":\"Meet The Leadership - 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