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Lea Perkins

QKA

Senior Retirement Plan Consultant

714.975.9337

Background & Experience

Lea joined the CrossPlans team in June 2021, bringing over 16 years of industry experience. She is a graduate of Marshall University, with a BS in Biology. Opportunity opened in the field of retirement administration in 2005, where Lea found her home. During her career, she gained experience in custom retirement plan design, plan conversions, complex allocations and testing, and 5500 filings. In an automated world, she values providing excellent service to her clients.

Former 4th grade teacher. Loves to plan parties.

Make today so awesome that yesterday gets jealous & tomorrow gets excited!
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