Two Retirement Benefits Group advisors named among NAPA’s Top Retirement Plan Advisors Under 40 ranking
SAN DIEGO, June 28, 2016 – Two advisors from Retirement Benefits Group (RBG), a team of financial advisors dedicated to delivering value as they service retirement plans and portfolios for companies and individual clients throughout the United States, have been named among the top young advisors in the country by the National Association of Plan Advisors.
Shawna Christiansen and David Morehead, both based in RBG’s San Diego office, were named to the 2016 Top Retirement Plan Advisors Under 40 list. Christiansen joined RBG in 2015. She started her career in financial services in 2005 at HLW Advisors in Orange County, California. Morehead has been in the financial services industry since 2007, joining RBG in 2009.
“We are proud to have not one, but two, advisors represented in this year’s class of young advisors, who are widely acknowledged as our industry’s future leaders. It is surely a sign that RBG has developed a positive work environment attractive to both experienced and NextGen advisors,” said David Utter, partner. “Shawna and David are the epitome of the young talent the industry is working hard to attract and develop. The value they bring to their retirement plan clients as they advise and educate is impressive and we look forward to seeing the positive impact their hard work has for years to come.”
The NAPA honorees are nominated and voted on by industry peers and selected by a NAPA member committee based on their business profile and future industry leadership potential.
About Retirement Benefits Group
Retirement Benefits Group is a supportive group of retirement plan consultants with headquarters in Southern California and 14 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.