Retirement Benefits Group welcomes two advisors from TriEqua Wealth Management
Advisors William Caldwell, Bryan Murphy join RBG’s Irvine office
SAN DIEGO, June 28, 2016—Retirement Benefits Group has added two advisors to its office in Irvine, California, from TriEqua Wealth Management of Tustin, California.
William Caldwell and Bryan Murphy bring to RBG a combined total of 78 years of experience in retirement plan advice and private wealth management. The firm now has 56 advisors in 15 offices across the country.
“We are excited to welcome Bill and Bryan to our team,” said RBG Partner Michael Castner. “They add several more decades of retirement plan experience to our already well-seasoned team of advisors that will help us educate all of our clients about the best path to a fruitful retirement.”
Caldwell, a graduate of University of California at Berkley and UCLA, first entered the financial services industry in the early 1970s, following his service in the U.S. Marines, which included a tour of duty in Vietnam. In 1983, he founded TriEqua, which he ran as an independent broker-dealer until he decided to go under the LPL Financial platform in 2008. He and his wife have four children, two biological and two adopted, and fostered more than 150 other children over 25 years.
“I wanted to make a move to get out of a supervisory role, but one that would allow me to continue to provide my clients with the same level of service they’ve come to expect from me over the years,” Caldwell said. “RBG’s people and their philosophy of customer service are making this a smooth transition for all of my clients.”
Murphy, who attended the University of Southern California, brings to RBG significant experience with financial management with both qualified and non-qualified retirement plans, plan management as well as family and corporate succession planning and insurance. Murphy is a founder and chairman emeritus of the Orange County Forum, a group that hosts non-partisan public affairs forums at which the community interacts with important decision-makers. He is married with four grown sons.
“I love the customer service aspect of my job,” Murphy said. “I get to serve a client who, in turn, serves their team members involved in their retirement plans. Bill and I saw in RBG a culture that places the plan participants and private clients above all of their other priorities and knew it would be a great fit for us.”
About Retirement Benefits Group
Retirement Benefits Group is a supportive group of retirement plan consultants with headquarters in Southern California and 15 affiliate offices nationwide. The firm’s goal is to provide professional, non-biased guidance to institutional clients and their employees. Retirement Benefits Group specializes in providing customized retirement plan consulting services, executive benefits, wealth management and retirement management services to individuals and companies of all sizes throughout the United States. The firm’s team of retirement plan consultants provides risk management strategies for fiduciaries and custom strategies designed to help participants work towards retirement. For more information, please visit www.rbgnrp.com.
Registered Representatives and 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. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.