The Pension Group Overview

  • Founded
  • 1984
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

The Pension Group General Information


Provider of financial services. The company provides pension consulting, advisory, planning and other related services to its individual and corporate customers.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 23046 Avenida De La Carlota
  • Suite 500
  • Laguna Hills, CA 92653
  • United States
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The Pension Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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The Pension Group Executive Team (1)

Name Title Board Seat Contact Info
Peter Stephan Co-Founder, President & Chief Executive Officer
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