Grapevine, TX. Legacy 401k Partners, LLC, an independent retirement plan advisory firm, hires Cesar Tovar, CPFA® as the Director of Business Development. Mr. Tovar was a Wealth Planner with Ascendus Financial and a Retirement Specialist at Paychex. In this new role, he brings over 11 years of industry experience to Legacy 401k.
“We are excited to have Cesar join the Legacy 401k Partners team,” said Brad Grist, CCO / Partner. “His prior experience and client-focused mindset made him an ideal candidate for our growing firm.”
Mr. Tovar obtained the Certified Plan Fiduciary Advisor (CPFA®) certification during his time at Ascendus Financial. This esteemed credential – developed by some of the nation’s leading advisors and retirement plan experts – showcases the individual’s proficiency, knowledge, and dedication in the realm of retirement plans. CPFA® holders possess the necessary expertise to fulfill the role of a plan fiduciary or assist plan fiduciaries in effectively carrying out their duties and obligations.
About Legacy 401k Partners, LLC
Legacy 401k Partners, LLC (L4P) is an independent retirement plan advisory firm that is dedicated to providing reliable and service-oriented solutions. With a focus exclusively on corporate retirement plans, L4P stands out from other advisors in the industry. L4P has been consistently acknowledged for its excellence, having been recognized as a Top DC Advisor Team by the National Association of Plan Advisors (NAPA) for three consecutive years.