Qualified Plan Administration

“Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant professional discipline. We collaborate with the “best of the best”. The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.”

Qualified Plan Administration

Geoffery Ewertz, CPA
SOUTH COAST PENSION SERVICES, INC.
2183 Fairview Road, Suite 110
Costa Mesa, CA 92627
(714) 263-3100
website: www.southcoastpension.com
E-mail: GEwertz@SouthCoastPension.com
Map and Directions

David Kobrine, MAAA, ASA
PENSION BENEFITS UNLIMITED
18008 Sky Park Circle, Suite 200
Irvine, CA 92614
(949) 260-1880
website: www.PBUinc.com
E-mail: dkobrine@pbuinc.com
Map and Directions

Jennifer Keller, QKA
KB ACTUARIAL, INC
515 New Jersey Street, Suite F
Redlands, CA 92375
(909) 335-6806
website: www.kbactuarial.com
E-mail: jennifer@kbactuarial.com
Map and Directions