Phone: +1 (951) 780-4016
Retirement Plan Consultant
Lloyd Engleman has worked in the Financial Services sector for 18 years. Lloyd is currently a Retirement Plan Specialist at Retirement Benefits Group, a retirement solutions firm serving clients ranging from individuals to non-profit and for profit companies nationwide. As a Retirement Plan Specialist, Lloyd serves clients throughout the western United States and was awarded, along with his colleagues at Retirement Benefits Group, as Plan Adviser of the Year by Plan Sponsor Magazine. Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.
Prior to joining Retirement Benefits Group in 2008, Lloyd worked as a Registered Representative/401K plan consultant for Total Retirement Solutions. Additionally, he worked at Investor Solutions, Inc., also serving the western region. Prior to entering the Financial Services field in 2000, Lloyd worked in hardware technology resales, as the owner of Surcom Technology. Lloyd holds his Series 6, 65 and Series 63 registrations with Triad Advisors.
Lloyd is a board member of Moreno Valley Optimist Foundation and volunteers on their fund raisers. Lloyd is well-known for his love of golf. He also considers himself an RV enthusiast. Lloyd currently resides in Riverside with his family.
- Attend Iowa Central Junior college and Indiana State University.
- CA Insurance Lic. #0D04948
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