Tony Franchimone, AIF®

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Tony received a BS degree in Business Administration from San Diego State University and has been providing Qualified and Non Qualified retirement plan services to institutions and their employees since 1989.  He has done post graduate studies achieving both the Plan Sponsor Retirement Professional and the Accredited Investment Fiduciary designations.  He has established a reputation for excellence and expertise in the area of investment fiduciary responsibilities, providing search and benchmarking, contract negotiations, investment due diligence, and comprehensive employee education and communication programs. He has been featured and quoted in several magazine articles including Plan Sponsor, Plan Advisor, Registered Representative, Forbes and many others as well as being the cover story for Research Magazine.

As a recognized retirement plan expert, he has been a featured speaker and panelist for many retirement plan conferences, seminars and broadcasts throughout the country discussing plan design education, communication/education and investment trends.  Tony is also a member of many retirement Advisory Council’s for many of the major retirement plan vendors and providers. Tony was a 2005 finalist for Retirement Plan Advisor of the Year*, and has been nominated again in 2006, 2007, 2008, 2009, 2010 and 2011. In 2009 he was selected as a founding lecturer at the recently established “Retirement University” at UCLA’s Anderson School of Management. In 2011 he was asked to help develop the National Association of Plan Advisors, and subsequently has become a member of its leadership committee, as well as a member of one of its primary subcommittee the Government Affairs Committee. *Plansponsor’s Retirement Plan Advisor of the Year is based upon nominations by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained PLANSPONSOR Retirement Professional Designation receive an automatic nomination.

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Tony’s designations include Accredited Investment Fiduciary (AIF); Professional Plan Consultant (PPC).  Tony earned his Bachelors of Science degree from San Diego State University.


Tony is married with three children and lives in Carlsbad.  He enjoys traveling and golf.   He is also an avid swimmer, cyclist and runner and recently completed the 2007 Ironman Triathlon World Championship in Kona Hawaii.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

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