Contact the San Diego Office


6165 Greenwich Drive, Suite 240
San Diego, CA 92122


​(858) 551-4015


Your Name (required)

Your Email (required)

Your Message

Our Advisors

Ernie S. Tolentino
Senior Vice President Investments

FINRA BrokerCheck

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

Ernie

etolentino@rbgnrp.com
+1 (858) 551-4015 x 247

Ernie joined Retirement Benefits Group (formerly The Founders Group) in October of 2008 as Senior Vice President, Investments after serving as Vice President, Investments for AIG Financial Advisors in Del Mar. Ernie’s expertise is working with individual investment and retirement management.  He is a fixed income specialist with extensive experience in tax-free municipal bonds. Throughout his career he has continuously helped his clients with strategies to generate a lifetime income in their retirement.

Ernie has been involved in the Financial Services Industry for 19 years. His career began in 1997 at Merrill Lynch where he last served as Manager's Assistant in their Rancho Santa Fe office. Beginning in 1999, he joined Prudential Securities where he developed his experience in the areas of: Comprehensive Wealth Management; Employee Stock Options; Retirement Planning; Education Planning; Variable Annuities and life Insurance.

Education

Ernie studied Economics at San Diego State. Financial Consultant Holds s7 and registered with LPL as representative. CA Insurance Lic# 0C70649.

Interest

Ernie is an avid golfer and enjoys fishing, running and cycling in his spare time. He participates in a number of philanthropic efforts ranging from the San Diego Lifeguards to fundraising for the San Diego State Soccer Foundation. He applies the principles of trust, respect and communication not only in his personal life but in each and every interaction with his clients.

Full Profile

Darren Burke, CFP™, ChFC®, CRPC®​
Managing Director

FINRA BrokerCheck

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

Darren_B

dburke@rbgnrp.com
+1 (858) 551-4015 x 251

Darren has been providing qualified retirement plan services to businesses and their employees since 2003. His comprehensive approach seeks to help plan sponsors limit their exposure to fiduciary liability while creating an exceptional experience for their employees. Darren’s areas of expertise include plan design and compliance support, investment monitoring and reporting, participant education and investment guidance, vendor search and benchmarking, and full fee disclosure and fiduciary documentation.  In 2010, Darren was named one of the Top 300 Most Influential 401k Advisors in the country by 401(k) Wire Magazine (Based on reader votes, input from distributors and statistics about advisor practice).


Prior to joining RBG in 2009, Darren built a successful retirement practice with Merrill Lynch. After consecutive years of rapid growth and with plan sponsors needs quickly changing, Darren moved his practice to RBG to give his clients more options in an effort to better serve their needs.


In addition to qualified plan consulting, Darren is a CERTIFIED FINANCIAL PLANNER™ practitioner and works with families and individuals to clarify their financial goals and assist them with developing a plan to pursue those goals.  Darren’s expertise includes retirement planning, estate planning, insurance, annuities, equities, fixed income, and asset allocation.  Darren’s holistic process helps his clients formulate and work toward their financial goals with confidence.

Education

Darren is a graduate of the University of Delaware where he received his Bachelors of Science degree in Economics.  Since completing his formal education, he has also earned his CERTIFIED FINANCIAL PLANNER ™ (CFP™) and Chartered Financial Consultant (ChFC®) designations. Darren has also received the Chartered Retirement Counselor (CRPC ®) through the College of Financial Planning.

Interest

Darren resides in Pacific Beach with his wife, Patricia. His interests include traveling, sailing, cycling, mountain biking, hiking, snowboarding, or just spending time with friends and family. In his spare time, you can find Darren planning his next trip or volunteering in the community.

Full Profile

David Morehead, CRPS©, CPFA©
Vice President Advisory Services

FINRA BrokerCheck

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

david

dmorehead@rbgnrp.com
+1 (858) 551-4015 x 250

David has been in the financial services industry since 2007. His area of expertise involve fee based consulting for both employee retirement plans and individual investors. He holds both his Series 7 and Series 66 FINRA registrations with LPL Financial as well many industry designations such as Chartered Retirement Plan Specialist, Accredited Investment Fiduciary and Professional Plan Consultant. David was also nominated as one of the 300 Most Influential Retirement Plan Advisors in 2010 by PlanSponsor Magazine. (Based on nominations from industry peers and quanitative factors, including number of plans and dollar value of plan assets under advisement.) These designations and accolades indicate the high level of proficiency David has when it comes to seeking to provide clients with the optimal solution for their retirement planning needs.

In the news

Education

David holds a Bachelor of Science Degree in Management Science from the University of California San Diego. His education there provided him with in depth knowledge of statistical analysis, economic theory and business management that he has parlayed into a career where he uses these skills maintain a high level of client satisfaction. Financial Consultant holds s7 and registered with LPL Financial as a representative.

CA Insurance Lic. #0F73156

Interest

Outside the office, David is very active in the San Diego baseball community. He played competitively at all levels of the game across the nation for 21 years before beginning to coach youth baseball teams in the area. He currently lives in Escondido with his wife, Miranda, and their two Basenjis, Puma and Elvis.

Full Profile

Matthew R. Haerr, CFA, CIMA, AIF
Sr. Wealth Manager - Retirement Plan Advisor

FINRA BrokerCheck

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

MattHaerr (1)_1

mhaerr@rbgnrp.com
+1 (951) 303-8350

Matt has been a Financial Advisor for over 20 years. He has worked with company sponsored retirement plans, family and personal wealth management, and personal retirement planning throughout his career.

His work with business owners and corporations has helped to provide their firms with solutions to company retirement plans like 401k, profit sharing and pensions.

His experience includes past positions with LPL Financial, Morgan Stanley and Smith Barney/Citigroup.

Education

Matt’s qualifications as a Financial Advisor are extensive. He has a B.S. degree in business administration and finance. He has earned the professional credentials of Chartered Financial Analyst, Certified Investment Management Analyst, and Accredited Investment Fiduciary. He is a Registered Principal and Registered Representative. He is a member of the CFA Institute, the Investment Management Consultants’ Association, and the Center for Fiduciary Studies.

CA Insurance Lic. #0A67501

Interest

Matt's interests are hiking, woodworking, and music. He plays on the worship team at Calvary Chapel Bible Fellowship in Temecula. He and his wife Trish, have 2 dogs and 3 cats.

Full Profile

Daniel T. Dubois​
Managing Director

FINRA BrokerCheck

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

daniel

ddubois@rbgnrp.com

+1 (858) 551-4015 x 840

Dan is a 25 year veteran of the financial industry and is a leading specialist in designing, customizing and implementing investment and retirement programs for members of professional and trade associations. Dan spearheads RBGs affinity and association group marketing and service platform for retirement plans.  In 1985 Dan started his career as a financial consultant specializing in fixed income and tax-advantaged investments. His early success led to becoming the youngest broker ever appointed Managing Executive of a branch office for one of the nation’s largest broker/dealers.

Prior to affiliating with RBG, Dan served as President of a nationally registered FINRA broker dealer which was focused on providing executive benefits and retirement plans to large public and privately held corporations.

Dan has authored numerous articles on retirement planning strategies, was the host of Perspectives on Profit - a five minute live market commentary that was aired daily on KWHY-TV in Los Angeles, was featured in Business Week as a college student for a successful entrepreneurial venture, and is a regular guest speaker at industry conferences.

Education

Dan is FINRA Series 7, 24, 63, and 66 securities registered with LPL Financial.  He also holds life, health and variable insurance licenses.  In 1985 Dan graduated from the University of Connecticut with a B.A. degree in Economics. He also earned an academic certificate in Personal Financial and Estate Planning from San Diego State University after successfully completing a comprehensive two year advanced studies program through SDSU's graduate school of business

Interest

Dan lives in San Diego, CA with his wife Tina and their two children.

Full Profile

Gonzalo Villamil
Senior Retirement Consultant

FINRA BrokerCheck

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

GonzaloVillamil_1

gvillamil@rbgnrp.com
+1 (858) 551-4015 x 870

Gonzalo Villamil is a Senior Retirement Financial Consultant with Retirement Benefits Group and RetirementDNA.  Gonzalo draws from over 13 years of experience and utilizes a consultative approach to understand individual client retirement needs.  His philosophy and approach in working with clients is to gain a thorough understanding of each client’s unique goals and objectives, then educate clients on the alternative strategies and solutions available before implementing uniquely customized personal financial strategies to help address their personal financial goals. Gonzalo specializes in transition services for individuals who are changing employment, retiring or need help during a life changing event, such as leaving a job or planning for college.

Education

Gonzalo is a Finance Major and a Registered Representative with and offers securities through LPL Financial. He holds FINRA Series 6, 63.

Interest

Gonzalo sits on the Board of Directors for two non- profit organizations serving the Hispanic Community and is a member of the San Diego Navy League chapter. In addition, he also volunteers his time as a youth Instructor in the United States Naval Sea Cadet Corps program at MCAS Miramar. Originally from the San Francisco Bay Area, Gonzalo enjoys camping, soccer and snowboarding.

Full Profile

Cory McCarthy
Client Services

Cory Headshot_1

cmccarthy@rbgnrp.com
+1 (858) 551-4015 x 272

Cory began his career in marketing when he started his company, One Look Studios, in April of 2009. He aimed to assist small business owners with website development as well as provide affordable marketing solutions. During his junior year of college, he joined Retirement Benefits Group as an intern and was quickly promoted to Marketing Manager after graduating from the University of California, San Diego. Cory developed RBG’s company website and works with RBG’s financial consultants to create customized marketing deliverables and support the “Passion for the Participant” program.

Education

Cory earned his Bachelor’s degree from University of California, San Diego with a major in Communications. He was also a member of Phi Sigma Theta National Honor Society.

Interest

During his free time, Cory enjoys using his creative talents to write music and poetry.

Full Profile

Larry E. Jones, AIF
Financial Consultant

FINRA BrokerCheck

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

Larry

ljones@rbgnrp.com
+1 (858) 551-4015 x 277

Larry E. Jones is a Financial Consultant at Retirement Benefits Group and works out of the firm’s Ramona, Calif. office. Larry is a leader in developing wealth building strategies for Native American Tribes that include governmental retirement plans, minor trusts*, per capita deferred benefit plans and tribal council separation plans. As a member of the Retirement Benefits Group team, he brings an extensive background in open architecture plan design support and investment management of qualified and non-qualified retirement plans, including 401(k), 403(b), 457, profit sharing and defined benefit plans.  He works with top retirement industry experts in guiding participants to a successful and dignified retirement experience.

 Larry began his financial services career in 1989 as a securities broker at La Jolla Securities where he served as Vice President and managed broker/dealer operations, sales and support. He joined Vanguard Capital’s trading desk in 1992 and specialized in government, corporate and municipal bonds for institutional and individual clients.  In 1994, Larry left the trading desk to establish his own branch focusing on corporate retirement plan consulting and wealth management. He joined Retirement Benefits in 2013.

 *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

In the news

Education

Larry holds the Series 7 General Securities Representative and Series 24 General Securities Principal Registrations through LPL Financial, and Series 65 Uniform Investment Advisor Law Exam in addition to an Accredited Investment Fiduciary (AIF®) designation.

Interest

Larry is married with three children and lives in the San Diego Country Estates. He enjoys spending time with his family, photography and playing basketball. A firm believer in supporting youth services, he served as founding President of the Board of Directors of the Boys and Girls Club of Ramona, now known as the Boys & Girls Club of Greater San Diego.

 Full Profile

Taylor R. Jones
Financial Consultant

FINRA BrokerCheck

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

taylor

tjones@rbgnrp.com
+1 (858) 551-4015 x 266

Taylor began his career in financial services in 2006 to assist his father’s growing practice. Over the next seven years, he assisted in servicing individual accounts and providing employee education to retirement plan participants, focusing primarily on Native American Governmental Plans.

 In an effort to improve client outcomes, Taylor R. Jones joined Retirement Benefits Group in November 2013 as a Financial Consultant. He works with a team of highly-qualified professionals dedicated to the needs of companies, sovereign tribal governments and individuals through the use of employee benefit programs, life insurance, qualified and non-qualified retirement planning.

In the news

Education

Taylor received his Bachelor’s degree in Business Management Economics from University California of Santa Cruz. He completed his final studies, “Rome Through the Ages,” an abroad program focused on language, culture and Roman Antiquity. Taylor holds FINRA Series 7, 24, and 65 securities registrations with LPL Financial. He also holds life, health and variable insurance licenses.

CA Insurance Lic. #0F93793

Interest

Taylor enjoys a variety of sports and outdoor activities including basketball, mountain biking and snowboarding. When he has the time, he is passionate about traveling and culture, and he especially enjoys world food. He also stays active in the community by chairing a group of professionals focused on contributing to the mission of the Boys & Girls Clubs of San Dieguito.

 Full Profile

Ben Hodge, AIF®
Financial Consultant

FINRA BrokerCheck

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

ben

bhodge@rbgnrp.com
+1 (619) 272-9042

Ben Hodge is a financial advisor at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Ben specializes in corporate retirement plan consulting with a focus on corporations, 501(c)(3) organizations and sovereign tribal governments. His role is to organize, formalize and implement each client’s fiduciary process and monitor how it affects each 401(k), 403(b), Deferred Compensation or other retirement/pension plans.

 Prior to joining Retirement Benefits Group, Ben was a financial advisor at Raymond James where he also specialized in 401(k) and retirement planning. He is an Accredited Investment Fiduciary® (AIF®), which represents a thorough knowledge of and ability to apply fiduciary practices. As a fiduciary, Ben acts in the best interest of his clients and is recognized for his ability to implement prudent policies and procedures. He holds his Series 7, 66, 24 and California Insurance licenses, as well as his California real estate broker’s license.

Education

Ben earned his Bachelors in Business Administration from Point Loma Nazarene University in 2004 and went on to receive his Master’s in Business Management from Liberty University in 2009.

CA Insurance Lic. #0G43600

Interest

Ben is active in Point Loma Nazarene University’s Fermanian School of Business community and is the founder of the school’s Cleveland Everett Roye Scholarship. Ben is also a trained member of the American Red Cross and helps to run evacuation shelters. He resides in San Diego, Calif. with his wife Susanna and four children.

Full Profile

Shawna Christiansen
Retirement Consultant

FINRA BrokerCheck

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

ShawnaChristensen (1)_1

schristiansen@rbgnrp.com
+1 (858) 551-4015 x 261

Shawna is a retirement consultant for Retirement Benefits Group.  Shawna began her career in financial services in 2005 at HLW Advisors in Orange County, CA.  Shawna joined Retirement Benefits Group this year. As a retirement consultant, Shawna provides retirement solutions for corporations and small businesses.   Her goal is to create exceptional retirement plan experiences for employers and their employees while helping to ensure the highest quality programs, saving time and reducing exposure to fiduciary liability.

In the news

Education

Shawna is registered with LPL Financial and holds: General Securities License 7, Uniform securities State Law License 63, Uniform Investment Advisor License 65 and Life & Health License. CA Insurance Lic# 0E76459.

Interest

Shawna enjoys snowboarding, running and often participates in local sporting events such as the Camp Pendleton Mud Run.  She spends the rest of her free time enjoying the beautiful beaches of San Diego.

Full Profile

 

Stuart White
Insurance Consultant

FINRA BrokerCheck

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

Stuart_white

swhite@rbgnrpins.com
+1 (818) 597-1556

Stuart is currently associated with Retirement Benefits Group as a non-registered consultant. As a  trusted professional resource, Stuart continues to provide business insight and perspective to the firm and its advisors.

Stuart began his financial services career after graduating college in 1974.  Spending 30 years with Prudential Financial and an addition 8 years as an independent financial planner, he has a wide range of insurance knowledge and expertise.  Through the use of life insurance, employee benefit programs, qualified and non-qualified retirement planning,  Stuart has established his reputation building financial independence for individuals, families and business owners.

Over the past 15 years, Stuart has been involved in several mentoring programs sharing his knowledge and passion for the business.  He has successfully launched several financial planning careers.

Stu's passion for helping people has made his career a work of love.

Education

Stuart received a B.A. in Philosophy from California State University, Northridge in 1974. CA Insurance License # 0474504

Interest

Stuart resides in Westlake Village with his wife, April. They enjoy four children and five grandchildren. Stu's interests include traveling, baseball, running marathons, golf and spending time with family and friends.

Full Profile

Lisa Jungers, PRP
Principal Emeritus

FINRA BrokerCheck

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

Lisa

ljungers@rbgnrp.com
+1 (858) 551-4015 x 248

Lisa is currently associated with Retirement Benefits Group as a non-registered consultant. As a trusted professional resource, Lisa continues to provide business insight and perspective to the firm and its principals.

Professional Background

Lisa has been a member of the San Diego insurance and financial services community for more than 20 years. Having started her career with a large insurance company, she later joined a major benefits consulting firm with Darrell Alford where she was the lead service manager for their institutional accounts for eight years.

In 2004, Lisa and Darrell created their own independent pension consulting boutique called Alford-Jungers Financial and Insurance Services (AJF) and worked with many of Southern California’s largest corporations. Lisa and Darrell successfully grew AJF for over six years before they decided to merge their high profile pension consulting boutique with two other prominent west coast pension firms to create Retirement Benefits Group which is now one of the country’s premier retirement plan consulting firms.

Lisa was recognized as one of the top 100 retirement plan advisers by PLANADVISER magazine from 2007 to 2011.*

Education

Lisa received a BS degree in Public Administration and a minor in Economics from San Diego State University and has done post-graduate studies achieving the PLANSPONSOR Retirement Professional (PRP), and the Financial Service Standards Professional Plan Consultant (PPC) designations.

Interests

As a native San Diegan, Lisa enjoys all that the area offers in outdoor physical activities and lives with her daughter in La Mesa.

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

Full Profile

Kathy Baez, PPC​
Relationship Manager

FINRA BrokerCheck

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

kathy

kbaez@rbgnrp.com
+1 (858) 551-4015 x 244

Kathy began her career in the financial services industry in 1995 with Ford Financial Group/WS Griffith Securities in East Hanover, NJ.  In 2004, Kathy moved to San Diego CA and worked as a consultant for WS Griffith Securities, Inc. prior to joining the team of David Utter and Sean Ciemiewicz.  At RBG, Kathy’s wealth of knowledge in helping clients navigate through different clearing platforms such as UBS, National Financial Services, First Clearing Corporation, Pershing, Charles Schwab and LPL Financial is a valuable asset to the group.  She is meticulous in her work and has a strong sense of ethical responsibility in providing the highest level of service to clients and her fellow co-workers.  She enjoys working directly with clients both on a professional and a personal level.

Education

Kathy is FINRA registered with LPL Financial and holds: General Securities License 7, Uniform Securities State Law License 63, Uniform Investment Advisor License 65 as well as her California Insurance License.  Kathy is also a California Notary Public.  She holds the Professional Plan Consultant designation from Financial Service Standards, LLC.

CA Insurance Lic. #0F79880

Interest

Outside of work, Kathy enjoys traveling, photography and spending time with her husband Arturo and their two Boston Terriers, Rocky & Reina.  She loves working with her dogs in agility training and plans to get them certified as hospital and retirement home therapy dogs.  As well, she is a Certified Personal Trainer through the National Association of Sports Nutrition.

Full Profile

 

Matthew J. Mikolajewski, CRPC®
Financial Consultant

FINRA BrokerCheck

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

M 6

mattm@rbgnrp.com
+1 (858) 551-4015 x 844

Matt Mikolajewski serves as a Financial Consultant at Retirement Benefits Group in San Diego. With more than 17 years of experience in the industry, Matt specializes in developing defined strategies and recommendations for successful individuals, their families and their businesses in an effort to help them meet their short and long-term financial goals.

Specifically, Matt provides individuals, businesses and business owners with products, strategies and services in the following areas: cash/treasury management of liquid funds; assistance with investment policy design and implementation; retirement, succession, legacy and estate planning services; IRA, SEP, defined benefits, 401(k) and executive compensation plans; and life-long insurance planning, long-term care, income replacement and business succession strategies.

Prior to joining Retirement Benefits Group, Matt served as a Financial Advisor at various firms including Merrill Lynch, Prudential Securities and PaineWebber/UBS, where he focused on providing Wealth Management strategies to his clients. Additionally, Matt previously served as an owner with his successful family business for more than 10 years. As a result, Matt understands the commitment and passion his clients have for their respective professions.

Education

Matt earned his bachelor’s degree in Managerial Economics from the University of California, Davis in 1993. Additionally, he has earned his Chartered Retirement Planning Counselor (CRPC®) designation and holds his Insurance Licenses in California, Ohio and New Mexico.

CA Insurance Lic# 0B76499

Interests

Matt is a San Diego native, where he resides in Del Sur with his wife Mandy and their sons. When not at the office, Matt enjoys family time and coaching sports such as football and T-ball. He is currently a member of the Associated General Contractors of America (AGC) San Diego chapter, strongly supporting and advocating construction, building and real estate in our San Diego community. Previously, he served as a member of the East County Family YMCA for 12 years.

Full Profile

Russell B. Wittman
Financial Consultant

FINRA BrokerCheck

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

Russ HS Final
Russell Wittman is a financial consultant at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. As a consultant, Russ specializes in assisting plan sponsors, professional athletes, business executives, attorneys and high-net-worth individuals with their retirement planning, 401(k) and wealth management needs.

Russ provides financial advice and professional support to retirement plan sponsors, working to educate them on how to manage their fiduciary responsibilities with respect to their retirement plans and the investment options in those plans. He also provides individual employee education and planning tools that provide participants and employees with a clear understanding of their retirement benefits.

Additionally, Russ provides career assistance to professional athletes, helping them transition to a secondary career after their athletic careers are over. He strives to help athletes achieve their individual financial goals, while also educating them on the unique characteristics of different investment vehicles. Wittman listens carefully to his clients' needs, goals and concerns, and then builds customized investment strategies based on those parameters.

Prior to joining the Retirement Benefits Group family, Russ served as a financial advisor at Merrill Lynch for five years. He also worked as a sports agent for eight years, where he recruited NCAA, NFL and MLB athletes, and negotiated contracts and endorsements on behalf of the athletes. Russ worked closely with his clients’ financial and tax advisors to assure clients’ financial needs were being met.

Education

Russ earned his bachelor’s degree in Political Science from the University of Arizona in 2002. He currently holds his series 7 registration through LPL Financial and his series 66 registration through Retirement Benefits Group, as well as his California life, health and variable insurance licenses.

Interests

In his spare time, Russ enjoys CrossFit, golfing and hiking. He is also involved in various community organizations, including the Toby Wells Foundation, the Polinsky Children’s Center of San Diego County and the San Diego Honorary Deputy Sheriffs Association.

Full Profile

Winston Ventura
Director of Client Services

FINRA BrokerCheck

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

WinstonVentura (1)_1

Winston has been a part of Retirement Benefits Group since 2011, serving as the Director of Client Services. In this role, he is responsible for building and maintaining client relationships by helping individuals reach their investment objectives and financial goals. As the primary liaison, Winston assists the advisory team with individual investment education, group seminars and the delivery and implementation of financial plans.

Prior to joining Retirement Benefits Group, Winston worked as an Account Manager at Cisco Systems.

Education

Winston received his BS from University of California, San Diego. He currently holds his Series 7 with LPL Financial, his Series 66 with both LPL Financial and Retirement Benefits Group, and has a CA Insurance License.

CA Insurance Lic. #0J00358

Interests

When Winston isn’t in the office, he enjoys spending time with family and saltwater fishing. He also enjoys snowboarding and experimenting in the kitchen.

 

Full Profile

Stephanie Ng
Client Service Associate

FINRA BrokerCheck

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

Stephanie Ng

Stephanie Ng currently works as a Client Service Associate at Retirement Benefits Group. She is responsible for generating individual and plan analysis reports, creating Plan Sponsor and Participant newsletters and legislative updates for 401(k) clients, while also preparing materials for educational meetings and campaigns. Stephanie serves as the contact for primary clients and plan sponsors to assist with day-to-day plan administration and is an integral part of RBG’s investment fiduciary process.

Stephanie has three years of experience in the financial services industry and is particularly passionate about working with both 401(k) plan participants and plan sponsors. A graduate of UC San Diego with a B.A. in Economics, Stephanie interned at RBG her senior year before becoming full-time. She currently holds her California Life, Accident and Health License.

CA Insurance Lic. #0K03264

Education:

Stephanie attended University of California, San Diego and earned her bachelor’s degree in Economics with a minor in Business in 2013.

Interests:

In her free time, Stephanie enjoys spending time with her family and discovering new restaurants/foods.

Full Profile

Christopher W. Lowe, CFP®
Financial Advisor

FINRA BrokerCheck

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

Chris_l

clowe@rbgnrp.com
+1 (310) 279-5131

Christopher W. Lowe is a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor at Retirement Benefits Group, one of the country’s premier retirement plan consulting firms, where he provides highly-personalized financial planning guidance to individuals, families and business owners. His focus is on helping clients prioritize their goals as they prepare for a secure retirement.

Prior to joining Retirement Benefits Group, Chris was a financial advisor at Morgan Stanley Smith Barney and Citigroup where we worked with clients with a net worth of $10 million and more. He also worked at U.S. Trust Company and Chase Manhattan Private Bank as a Portfolio Manager.

In the news

Education

Chris holds the Series 7, 6, 63 registrations through LPL Financial and the Series 65 with Retirement Benefits Group. He also has his California life agent and long-term care license and has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Chris earned his Bachelor degree in Business and Economics from U.C. Santa Barbara and his Master of Business Administration in International Business from Schiller International University in Paris, France.

CA Insurance Lic. #0F85678

Interest

Chris is active in the Los Angeles community where he lives and is on the Board of the Good Shepherd Center for Homeless Women and Children. He also serves on the Board of the Los Angeles Chapter of the UCSB Alumni Association and volunteers at the Museum of Contemporary Art in downtown Los Angeles.

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