Contact the Long Beach Office


5199 E. Pacific Coast Highway, Ste. 309

Long Beach, CA 90804


(562) 494-6784

Your Name (required)

Your Email (required)

Your Message

Our Advisors

Conor Weir, CRPC© CFP®
Managing Director

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Conor web

CWeir@rbgnrp.com
+1 (562) 494-6784

Conor Weir is a Managing Director at Retirement Benefits Group where he consults on retirement plans to maximize the benefit to business owners and their employees.  In his role, Conor is responsible for retirement plan design, fiduciary risk management, non-qualified plan design, and business succession planning.

In addition to managing retirement plans, Conor serves as the Chief Financial Officer to a select number of families and business owners, helping them invest for growth, protect what they have built and strengthen their company and family legacies.  The team does extensive financial planning with these private clients and specializes in managing the overlap between business and personal wealth.

Conor loves the logical process of simplifying complex problems and creating solutions for clients. He is a glutton for knowledge, constantly attending conferences and reading independently to stay up‐to‐date, and he enjoys sharing this knowledge with clients or team members to optimize challenging or unique business and personal financial issues.

Prior to joining Retirement Benefits Group, Conor built his practice at Merrill Lynch.  Early in his career, Conor’s honed his consultative approach to financial management as a consultant at “big four” consulting firms: Deloitte Consulting and Accenture.

In the news

Education

In 2004, Conor earned his Masters of Business Administration with a concentration in Finance at the University of Oxford in England. As an undergraduate, Conor studied Sociology and Philosophy at Carleton College in Northfield, Minnesota, which ranks among the top liberal arts colleges in the country.  Conor holds the CERTIFIED FINANCIAL PLANNER TM and Chartered Retirement Plan Counselor (CRPC) designations.

Interest

Conor enjoys spending time with his children, reading, camping and playing with them at the beach. He is also a volunteer referee for his children’s youth soccer teams. In his spare time, Conor loves to travel; he has visited 36 countries and lived in six.

 

Conor is a registered representative with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Retirement Benefits Group are separate entities from LPL Financial.

Full Profile

Sophois Sokhom, CRPC© CRPS© CFP®
Director of Client Relations

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

SophoisWEBSIZE

SSokhom@rbgnrp.com
+1 (562) 494-6784

Sophois Sokhom is Vice President of Client Relations at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Sophois’ primary focus is on developing retirement plans and preparing individuals for retirement, but more importantly her role is to care for Retirement Benefits Group’s clients, assuring they receive all the expertise and support they need to work toward their goals. Sophois is also responsible for developing new relationships with businesses and individuals who are often referred to the firm by current clients.

 Sophois is proof that the American Dream is possible if you have the intelligence, drive and passion to pursue it. Born in Cambodia just before the war, she arrived as a refugee in 1982 and has been a high achiever ever since.  She brings that same passion to RBG’s goal of improving the financial outlook of their clients. In addition to working with individual clients, Sophois dedicates her time to caring for companies’ corporate retirement plans and the employees invested in them.

 Sophois joins Retirement Benefits Group with experience in risk management, insurance, annuities and financial planning, all stemming from her diverse background at companies such as Merrill Lynch, Robert Half Executive Recruiting, Caribou Lake Software, Coopers & Lybrand and Andersen Consulting. She holds both the Chartered Retirement Plan Specialist (CRPS) and Chartered Retirement Plan Counselor (CRPC) certifications.

In the news

Education

Sophois earned her Bachelor’s in Economics at Carleton College in Northfield, Minnesota. Carleton is consistently ranked as one of the top five liberal arts colleges in the country. She then attended the University of St. Thomas in Minneapolis, where she earned her MBA with a focus in Finance.

Interest

Sophois is an active member of the Long Beach Cambodian community and informally mentors Cambodian-American girls who are the first in their families to attend college.  Sophois’ father was an Olympic cyclist and she enjoys riding her racing bike along California’s beaches, with her family trying to keep up.

Full Profile

 

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