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Jennifer Gage

Vice President, Retirement Plan Consultant

Phone: 520.321.7545
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Overview

Jennifer is a vice president and retirement plan consultant at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a Financial Advisor. She works with plan sponsors to help them meet their organization’s retirement plan goals. Jennifer helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. She provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Jennifer provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.

Although originally from Southern California, Jennifer loves living in Tucson for both the closely knit business community and the active lifestyle it provides. When outdoors, she spends time hiking the canyons, cycling around the Old Pueblo and competing in Spartan races throughout the Southwest. In her down time, she’ll be either watching sports with her father-in-law or being entertained by Paxton and Rufus, the Gage family’s two rescue dogs.

Education

  • B.A., Psychology, University of Notre Dame
  • B.A., Sociology, University of Notre Dame

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Accredited Investment Fiduciary (AIF®)

Awards

  • CBIZ RPS was listed as a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.

Associated Offices

Tucson - CBIZ RPS - Tucson 1765 E. Skyline Drive

TucsonAZ  85718
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