Stig Nybo

Plan Strategist

Ph: 650.823.3314

Stig is a Registered Representative with LPL Financial and an Investment Advisor Representative with Global Retirement Partners.Stig Nybo, Plan Strategist for our West Coast Practice. He is responsible for developing new relationships and delivering strategic retirement plan consulting to existing clients.

With 25 years of experience in leadership roles within the retirement business, Stig has made a significant commitment to the design and promotion of best practice for retirement plans. His experience, having spanned all aspects of the business, gives him valuable perspective and insight. During his industry tenure, he has led strategy, operations, sales and marketing, and technology teams as President of Transamerica Retirement Services.

He also brings insight from several advisory board roles (past and present), including: Saving Re-Imagined, an exploratory effort of EBRI-ERF; Transamerica Center for Retirement Studies, a non-profit, private foundation; Employee Benefits Research Institute (EBRI); National Association of Plan Advisors (NAPA); Defined Contribution Institutional Investors Association (DCIIA);; and Betterment for Business.

In addition, Stig has an inside perspective on Capitol Hill, the legislative process, and policy making overall. His interaction with regulators has resulted in direct and positive impact to retirement policy and gives him unique insight in to how plans will thrive in a ‘post rule’ world.

Stig believes every American deserves the opportunity to retire with dignity and confidence and is an author for Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness (John Wiley & Sons, Inc., 2013). He was named the 5th most influential person in the retirement industry by*, has authored articles in publications ranging from PLANSPONSOR® to The Wall Street Journal, and is a frequent speaker on the topic of retirement outcomes, behavioral finance, and change. He is also actively involved in trying to create a non-branded public service campaign to change beliefs around the benefits of saving and the achievability of financial independence.

*Based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees.

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What is one thing you obsess over? 

In a word, organization. Over the years, I have come to understand, appreciate, and value a truly organized experience. I believe organization is a gift we can give those we interact with, one that pays huge dividends.

If you could have dinner with anyone from history, who would it be?

Without hesitation or question it would be Warren Buffett. He is kind, crazy smart, and has a highly unusual commonsense approach to his thinking.

What is your favorite quote?

“Unless someone like you cares a whole awful lot, nothing’s going to get better. It’s not.” ~The Once-ler in the Lorax, by Dr. Seuss, who is one of the most brilliant authors of our time.