Managing Director

Phil Matheson

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Phil Matheson is a Managing Director based in RBG's Irvine, California, office. He focuses on managing fiduciary responsibility, education and concise customer service when working with every one of his clients. He focuses on being an extension of his clients' HR departments and sets himself apart by not only planning in a proactive manner, but by holding one-on-one educational meetings with his plan participants to better understand their goals.

Phil has a decade of experience in financial services, including seven years as the Vice President of Retirement Services at Centennial Group Benefits. He was previously with Wells Fargo Advisor and Wachovia Securities.


Phil graduated from the University of Arizona alumni and holds AIF, CRPS and C(k)P certifications.


Phil is an active member of the University of Arizona Alumni Association and the Sigma Chi Orange County Chapter. When not in the office, you can find Phil golfing, playing basketball or hiking mountains ranging from Mt. Rainer in Washington to Mt. Orizaba in Mexico. You could also attempt to catch him competing in a number of major national marathons such as the New York Marathon, the Washington D.C. Marathon and the Los Angeles Marathon. Phil is also a Dodgers and Lakers fan, and enjoys coaching his kids' sports teams.

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