Phone: +1 (949) 786-4015 x 114
Michael Rosenthal, PPC
Michael Rosenthal is a Wealth Advisor at Retirement Benefits Group, one of the country’s leading wealth management and retirement plan consulting firms. Michael primarily works with families, business owners and “C suite” executives, in addition to employee retirement plans and executive benefits.
Michael’s experiences include financial planning solutions, including wealth preservation, asset allocation, complex estate preparation, life insurance and risk planning. He is a skilled advisor in the areas of qualified and non-qualified retirement plans, employee stock options, restricted stock awards and “Section 16 officer” rules and regulations.
Michael has over 18 years of experience in the financial services industry. He has an extensive background as a wealth manager to the high net-worth community, small businesses and large corporations. Michael began his career at Merrill Lynch, where he focused on retirement planning and corporate financial services.
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Michael is a second-generation Southern Californian. He is passionate about mentoring the next generation in the areas of faith, family and finances and enjoys spending time with his wife, children, and grandchildren.
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