Welcome to your homepage for the Northern California Retirement Benefits Group!  The RBG is a division of Equitable Advisors and Equitable (website); and we are dedicated to providing financial services for employees in public schools and non-profit organizations.

In the state of California, Equitable is a partner with ACSA and CASBO. We partner with these organizations to bring a top advice to our state’s educators about their retirement benefits and financial wellness.

As a firm, our team's focus is in the education and enrollment of 403(b) and 457(b) plans for K-12 and Higher Education employees both locally as well as nationally.

Our goal is to provide an elite level of service to our clients while helping them achieve their lifelong goals and aspirations.  We value a one-on-one approach when engaging with our clientele so that we may provide a custom-designed strategy engineered specifically for each individual and household.

For our current clients, please use this website as a portal to your personal accounts, as well as a means to enhance your understanding of various financial ideas and strategies.  We designed this expressly for you, so we encourage you to use the tools and read the newsletters!

For our prospective clients who are considering our services, we are pleased to offer you the opportunity to learn about our organization.  We know that selecting a financial  team can be a difficult decision to make, and we are privileged to have you considering the use of our services.  This website will give you some insight into the company, and we hope that we are able to earn your business.

Thank you so much for your trust in us, and enjoy!