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Northern California 
Retirement Benefits Group 

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

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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!

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.