Whether you’re a small independent advisor or a large national firm, RPAG equips you with the solutions, insights, and support you need to succeed.
From onboarding through ongoing use, members have access to experienced teams who understand the platform, the data, and the realities of advisory practices. Support is integrated into the RPAG experience to ensure momentum at every stage.
Initial Setup
Account setup, firm-level structure, branding, templates, and PAL data setup
Proactive Training
Welcome call, structured check-ins, milestones and annual calls
Reactive Support
Email/phone line, direct access to tech, investment, ERISA, sales support and more
Practice Management
Dedicated customer success team, problem solving and hiring/staff training guidance
Dedicated Teams Focused on Adoption and Execution
RPAG members work with dedicated support resources, including our Customer Success Team and implementation specialists. These teams work closely with you to support onboarding, platform adoption, and ongoing use.
Our support teams are responsive and informed, helping you stay focused on serving clients and growing your practice.
Our customer support team offers:
Initial Onboarding Support
Milestones Program
Dedicated Email and Phone Support
Otto, the AI-Powered Chatbot, Available 24/7/365
1-on-1 Training
On-demand Training Videos
Meet the Customer Success Team
RPAG support extends beyond platform navigation to include guidance aligned with how advisors operate and grow their practices. Our teams help members apply the platform effectively within their workflows and business strategies. From proactive outreach, fiduciary best-practice recommendations, and ongoing check-ins, our team will support you through consistent communication and long-term success.
Maria Salb
AVP, Service Operations
Carlos Penaloza
Relationship Manager
Jasmine Lambert
Senior Onboarding Specialist
Summer Pech
Advisor Service Associate-Team Lead
Christian Cardenas
Account Executive
Michael Cleofe
Onboarding Specialist
Candice Velasquez
Advisor Service Associate
Destiny Ray
Advisor Service Associate
Raven O’Dell
Advisor Service Associate
Dylan Eastman
Advisor Service Associate
Chrissy Wellman
Operations-Team Lead
Trusted by Advisors and Institutions
RPAG is trusted by advisors who rely on consistent support to operate at scale.
If I’d had the RPAG tools when I got into retirement planning back in the early 2000s, my business would have been a lot better because of the technology integration that they’re doing empowered me to scale my practice efficiently. [RPAG] built a plan and a system for advisors, by advisors. They took all this knowledge that they had from all the advisors, and had a vision to integrate this whole system into a community.
The tools RPAG provides have allowed us to have a direct impact on participant behavior, helping them save more, plan better, and ultimately retire successfully.
RPAG’s platform is the one-stop-shop I’ve been searching for. The range of tools—everything from reporting to marketing—makes us more efficient and impactful.
Meet Otto, your always-on, AI-powered answer engine
In your world, no two days are the same. Today, you’re preparing for an investment review at daybreak. Tomorrow, you’re finalizing a sales proposal deep into the night. Whatever your day brings, we’re committed to providing the tools and insights you need, when you need them.
That’s why we created Auto Assistant, RPAG’s integrated AI-powered answer engine. Through its on-screen avatar, Otto, Auto Assistant delivers instant responses to members’ questions, helping them operate with greater velocity, confidence, and control.
Get the Support You Need
Learn how RPAG support helps retirement professionals implement effectively and continue moving forward with clarity