Managing Director

Amir Arbabi

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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.

In the news

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.

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