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