Contact the Irvine Office


15615 Alton Parkway, Suite 200

Irvine, CA 92618


(949) 786-4015

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Our Advisors

Bryan L. Murphy, AIF
Retirement Advisor

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bcaldwell@rbgnrp.com
P: 949-786-401K
F:949-786-4013

Bryan  L.  Murphy  has  spent  over  thirty  five  years  assisting  both  corporate  and individual  clients  with  their  Wealth  Planning;  Business  Continuation  Planning; Executive  Benefits;  Qualified  and  Non-Qualified  Retirement  Plans;  Family  Transition Planning; and Investment Asset Management.

Education

Bryan is a native to Southern California attending public schools in Whittier, California and the University of Southern California.  He is an Investment Advisor Representative (IAR), Licensed Securities and Insurance Broker as well as an accredited Investment Fiduciary (AIF®).  CA Insurance License Number 0582354 CRD#716265; and Series 7.

Interests

Bryan has served on many community and non-profit boards.  Bryan enjoys time with his wonderful wife of thirty-five years, Diana, and their four sons.

Evan Kress
Junior Investment Analyst

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ekress@rbgnrp.com
P: 949-786-401K
F:949-786-4013

Evan Kress joined Retirement Benefits Group in 2016 as a Junior Investment Analyst. Evan is responsible for meeting with vendors learning their unique strategies, providing investment commentary to RBG advisors, as well as monthly plan performance spreadsheets for clients.

Education

Evan is a graduate of Northern Arizona University in 2016 with a double major in Business Management and Finance, achieving a bachelor’s degree in both fields.  He is a member of The National Society of Collegiate Scholars.

Interests

Evan also has a passion for trying new foods and traveling across the world. Evan has toured across China, Australia, and the Bahamas, with plans to someday travel across Japan, South Korea, and Europe.

William Caldwell
Senior Wealth Manager

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bcaldwell@rbgnrp.com
P: 949-786-401K
F:949-786-4013

William Caldwell is a Senior  Wealth  Manager, MBA, CLU® with over 43 years’ experience in  the  financial  services  industry  to  include  working  with  high  net  worth individuals and their extended families.  His commitment is to work very closely with each  individual  client  to  address  their  investment  objectives  based  on  their  specific investor  profile,  their  time  horizon,  and  risk  tolerance. Bill’s  passion  is  to  assist  his clients  in  the  accumulation  and  conservation  of  their  investment  wealth  through  all types of  investment  cycles. Bill is  also an investment  advisor to several small 401(k) plans. Bill  served  as  Managing  Partner/LPL  Branch  Manager  for  the  eight  years  prior  to joining Retirement  Benefits  Group-Irvine  in  March  2016.  For the prior  25  years,  Bill owned and ran a small broker-dealer, TriEqua Capital Corporation which was closed in February 2008 when Bill joined LPL.

Education

Bill  earned  his Masters of Business  Administration  from  the University of California, Los  Angeles  in  1971  and  his  Bachelor  of  Arts  Degree  (History)  from  the  University  of California,  Berkeley  in 1965. While attending Cal,  Bill played basketball for one year and competed in track, as a sprinter, for four years. Between  Cal  &  UCLA,  Bill  was  an  artillery officer  in  the  United  States  Marine  Corp (Captain)  and  served  in  Vietnam  from  March  1967  through  February  1968. Bill  is  a member of the Quantico Marine Athletes Veterans’ Organization.

Interests

Bill currently resides in Rancho Mission Viejo with Judith, his wife of forty-five years.   Bill  and  Judith  have  four  children  (two  biological  and  two  adopted)  and  three grandsons.    From  1988  through  2012,  Bill  and  Judith  were  Foster  Parents  for  the County  of  Orange  and  parented  over  150  infants  and  toddlers!   Two  of  their  foster children became permanent members of the Caldwell  family as adopted children.  As a member of the 1960’s Quantico Marine Athletes Veterans’ Organization, Bill enjoys attending reunions with wife and family.

 

Denise Renee Grajek
Administrative Assistant

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P: 949-786-4015
F:949-786-4013

Denise Renee Grajek is the Administrative Assistant to the Retirement Benefits Group Irvine office. Denise has extensive experience with administrative processes, customer care practices and code of ethics. Her responsibilities include client relationship management, service coordination, assistance with day-to-day administration of the office, monthly account plan reporting, newsletter distribution, month-end and year-end reporting practices, assistance with compliance and governance, client account performance reporting, and streamlining daily functions of the office. Denise enjoys being the first point of contact for individual clients and referrals from multiple sources.

Denise has over 30-years’ experience in accounting, consulting and financial services industries to include but not limited to startup companies, Big 4 Accounting Firm, Contract Coordinator for a non-profit school and currently with RBG. Denise brings a great deal of experience to RBG and has recently celebrated one year with us.

Education

Denise attended Irvine Valley & Saddleback Colleges while maintaining a GPA of 3.8. She also regularly participates in Continued Education related to her administrative roles.

Interests

Denise resides in Irvine where she raised her two daughters and enjoys spending time with her seven-year old cocker spaniel. Denise is passionate about collecting cookbooks, cooking and reading and will be pursuing the completion of her nutrition certification in the future. She also enjoys being outdoors and entertaining friends and family to include two grandchildren. Denise’s additional interests are in the arts and culture, environment, assisting people in need and the welfare of children, elderly and animals.

 

Phil Matheson
Managing Director

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philm@rbgnrp.com
P: 949-786-4015 x. 109

C: 949-903-1818
F: 949-786-4013

Phil Matheson is a Managing Director based in RBG's Irvine, California, office. He focuses on managing fiduciary responsibility, education and concise customer service when working with every one of his clients. He focuses on being an extension of his clients' HR departments and sets himself apart by not only planning in a proactive manner, but by holding one-on-one educational meetings with his plan participants to better understand their goals.

Phil has a decade of experience in financial services, including seven years as the Vice President of Retirement Services at Centennial Group Benefits. He was previously with Wells Fargo Advisor and Wachovia Securities.

Education

Phil graduated from the University of Arizona alumni and holds AIF, CRPS and C(k)P certifications.

Interests

Phil is an active member of the University of Arizona Alumni Association and the Sigma Chi Orange County Chapter. When not in the office, you can find Phil golfing, playing basketball or hiking mountains ranging from Mt. Rainer in Washington to Mt. Orizaba in Mexico. You could also attempt to catch him competing in a number of major national marathons such as the New York Marathon, the Washington D.C. Marathon and the Los Angeles Marathon. Phil is also a Dodgers and Lakers fan, and enjoys coaching his kids' sports teams.

 

Michael J. Castner PPC
Principal

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Darrel Alford

mcastner@rbgnrp.com
+1 (949) 786-4015

As one of the Principals of Retirement Benefits Group, Mike leads one of the country’s premier retirement plan consulting firms in providing a comprehensive array of advisory services to both qualified and non-qualified retirement plans. Mike has earned a reputation for his knowledge and experience in plan provider search and benchmarking, fiduciary oversight and investment due diligence.

 Mike has been in the financial services industry for over 25 years focuses primarily on the corporate retirement plan market. His investment career began in 1987 at Dean Witter, and five years later, he joined Kidder Peabody where he was a founder of The Castner Josephs Retirement Group.  Mike was an initial member and founder of National Retirement Partners (NRP). Prior to NRP, Mike was a First Vice President of Investments with Prudential Securities where he achieved the Directors Council for exemplary performance along with inclusion in the Prudential Retirement Services Roundtable of senior consultants.

 As a recognized retirement plan specialist, Mike has been a featured speaker and panelist for many retirement plan conferences and seminars throughout the country.  He was recognized by PLANADVISER as one of the top 100 retirement plan advisers in 2012*, and was invited to be a member of Prudential Retirement’s Financial Advisory Council in 2013.

 *Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.

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Education

Mike’s designations include Professional Plan Consultant, through Financial Services Standards, LLC. Mike earned his Bachelors of Science degree from the University of Iowa with an emphasis in Finance.

CA Insurance Lic. #0A13741

Interests

Mike’s passion is playing golf.  He serves on the Coto de Caza Men’s Golf Association and Junior Golf committees.

 

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Gary Josephs, PRP, PPC
Principal

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gjosephs@rbgnrp.com
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As one of the Principals of Retirement Benefits Group, Gary has the opportunity to work with one of the most experienced team of professionals dedicated to retirement programs for companies and individuals.  Gary has established a national reputation for his excellence and expertise in the provider search and benchmarking, contract negotiations, investment due diligence, ERISA compliance and comprehensive employee education and communication.

Gary has over 24 years of experience providing retirement plan services to institutions and their employees.  Gary has been asked to participate on 401(k) advisory councils for Prudential, Wells Fargo, formally Wachovia Securities, Blackrock and Ascensus.  Gary has been a featured speaker for many retirement plan conferences and seminars and has been recognized by the defined contribution industry for each and every year since 2005 for the PlanSponsor Advisor of the Year nomination. Based on nominations from industry peers and quanitative factors, including number of plans and dollar value assets under advisement.

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Education

Gary’s designations include Plan Sponsor Retirement Professional (PRP) from the PlanSponsor Institute and Professional Plan Consultant (PPC) from the Financial Service Standards, LLC. Gary earned his Bachelor of Science in Management from Tulane University in New Orleans, LA and also holds a Master of Business Administration from Washington University in St. Louis, Mo.

CA Insurance Lic. #0A23383

Interests

Gary is married with 5 children and resides in Laguna Niguel, CA where he is very active in the Southern California Club Soccer Community and Rancho Niguel Little League.

 

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Shanna Powell
Director of Marketing

Shanna Powell (2)

spowell@rbgnrp.com
+1 (949) 786-4015 ext. 103

Shanna Powell is the Director of Marketing at Retirement Benefits Group and works out of the firm’s Irvine office. She is responsible for leading the creative process for all marketing strategies and execution of plans that support RBG’s communications to clients, associates and prospective financial advisors.

Shanna has over 20 years of experience in the financial services industry and has been a valued member of the RBG team for the past five years. She continues to maintain a strong working knowledge of the retirement planning industry, financial markets, and product trends in order to champion new marketing ideas and innovation on behalf of RBG.

Education

Shanna attended Orange Coast College and went on to earn her Series 7, Series 63 (held with LPL Financial), Series 65 (held with RBG) and her Insurance License through the California Department of Insurance.

Interests

A true humanitarian, Shanna is passionate about animal welfare; arts and culture; children, civil rights and social action; disaster and humanitarian relief; economic empowerment and the environment.

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Joel Shomaker, CFP, PPC
Retirement Services

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jshomaker@rbgnrp.com
+1 (949) 786-4015

Joel is the CERTIFIED FINANCIAL PLANNER™ professional for Retirement Benefits Group, Irvine.  He has been a trusted advisor to both company sponsored retirement plans and high net-worth individuals in the Orange County area since 1998.  Along with the CFP® designation, Joel holds the designation of Professional Plan Consultant(PPC™), both of which signify a commitment to on-going education and service excellence in both Comprehensive Financial Planning and Qualified Retirement Plan Services.  He is often invited to speak or participate in financial education seminars and events in Orange County.

As an advisor to Qualified Retirement Plans, Joel seeks to limit exposure to fiduciary liability for his plan sponsors and educate their employees about opportunities for a successful retirement.  These goals are achieved through defendable and repeatable processes in regards to plan design assistance, investment monitoring and reporting, participant education and investment concepts discussion, and plan benchmarking and fee transparency.

Joel has developed a high level of expertise in comprehensive financial planning strategies over the last 14 years. His specific areas of expertise include Retirement Income Strategies, Wealth preservation, Asset Allocation including Alternative Assets, Complex Estate Planning issues, Insurance & Risk Planning, Life Change Financial Guidance, Budgeting and Cash-flow analysis.  His career success can be directly attributed to his honesty and integrity as well as his ability to understand and educate his clients, help them clarify and prioritize their financial goals, and implement a plan of action that most efficiently helps them achieve those goals.

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Education

Joel earned his bachelors degree in Finance from Cal State University of Fullerton where he graduated on scholarship for his published work in the Academic Journal of Finance on the Structural Inefficiencies and Correlations of International Emerging Markets to the US Stock Market.  Joel has earned various designations over the years and currently holds the designations of CERTIFIED FINANCIAL PLANNER ™ professional(CFP®) and Professional Plan Consultant (PPC™).

CA Insurance Lic. #0C67170

Interest

Joel resides in Rancho Santa Margarita with his daughter Maya.   Joel believes in a high level of physical and mental fitness that culminates in numerous activities such as mountain biking, weight training, scuba diving, hiking, shooting, archery, chess, and reading books on business and personal enrichment.  Community involvement entails a close relationship with the Council on Aging, and various outreach programs.  Much of his free time is spent attending or assisting with his daughters karate and guitar lessons or helping coach her soccer team.

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Michael Rosenthal, CFM
Wealth Advisor

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mrosenthal@rbgnrp.com
+1 (949) 786-4015 x 114

Michael Rosenthal is a Wealth Advisor at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. He specializes in employee retirement plans and executive benefits and primarily works with individuals, business owners and “C suite” executives.

 Michael’s experiences include financial planning solutions, including wealth preservation, asset allocation, complex estate preparation and insurance and risk planning. He is a skilled advisor in the areas of qualified and non-qualified retirement plans, employee stock options, restricted stock awards and “Section 16 officer” rules and regulations.

 Michael has over 12 years of experience in the financial services industry. He has an extensive background as a wealth manager to the high net-worth community, small businesses and large corporations. Michael began his career at Merrill Lynch, where he earned his Certified Financial Manager designation and focused in retirement planning and corporate financial services.

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Education

Michael majored in Business Management and Finance at Pepperdine University. He holds Series 7 and Series 66 securities licenses and a CA Life Insurance license, #0D92755.

Interest

Michael is a second generation Southern Californian and currently resides in Foothill Ranch. He is passionate about mentoring the next generation in the areas of faith, family and finances and enjoys spending time with his wife, children and grandchildren.

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Ally Haderlein
Operations Coordinator

AllyHaderlein (1)_1

ahaderlein@rbgnrp.com
+1 (949) 786-4015

Ally Haderlein is the Operations Coordinator in Retirement Benefits Group’s Irvine office. In this role, Ally is responsible for assisting with the firm’s smaller benefits plans, overseeing the RBG Fiduciary Vault and working on the sales team to prospect new business.

Ally has been a member of the RBG team for just over four years. Prior to joining the RBG family, Ally worked for the Los Angeles Angels in the Entertainment department, where her primary focus was fostering fan appreciation and community involvement.

Education

Ally attended Cal State Fullerton, where she obtained her bachelor’s degree in Communication, as well as a minor in Kinesiology. She currently holds her Series 7 and 66 registrations through LPL Financial.

Interest

In her free time, Ally likes to travel with her husband, hike with her dog and spend time with family and friends.

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Salvatore A. Danna, JD
Wealth Manager

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​sdanna@rbgnrp.com
+1 (949) 786-4015

As a wealth manager in the Irvine office of the Retirement Benefits Group, Sal works with high net worth individuals as an investment manager. Additionally, Sal works with clients to provide comprehensive financial and tax planning.

Sal has worked in the financial services industry for 13 years and has been a financial planner for the past 10 years.  Sal started his career with the Ayco Company, L.P., which is a Goldman Sachs company.

Education

Sal has passed the New York, New Jersey and California bar examinations.  He also has passed Series 7 and Series 65 securities examinations. Sal earned his Bachelor of Arts in International Relations from the University of California, Davis.  He also holds a Doctor of Jurisprudence from the Seton Hall University of Law

CA Insurance Lic. #0D66361

Interest

Sal is an avid runner and enjoys watching the financial markets.  He also enjoys living in Yorba Linda with his wife and three sons.

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Amir Arbabi
Managing Director

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amir@rbgnrp.com
+1 (949) 786-4015

As a Managing Director with Retirement Benefits Group, Amir works with companies on plan design assistance, fiduciary oversight and investment due diligence.  Utilizing his years of experience with retirement planning, Amir creates customized plans designed to meet his clients unique goals and needs. 

In addition to the plan consulting, Amir has extensive knowledge on wealth and investment management from his training at firms such as Merrill Lynch and Morgan Stanley Smith Barney.

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Education

Amir is a graduate of the University of California, Los Angeles.

CA Insurance Lic. #0E55882

Interest

Amir resides in Ladera Ranch with his wife Deborah and his two young children. His interests including coaching his children and spending time with his family. Amir also enjoys snowboarding and attending UCLA sporting events.

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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.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI