Phone: 949.786.4015 ext. 109
Phil Matheson is a Managing Director based in RBG’s Irvine, California office and a Registered Representative with Triad Advisors. He focuses on managing fiduciary responsibility, education and concise customer service when working with every one of his clients. He dedicates himself to being an extension of his clients’ HR departments and sets himself apart by not only planning in a proactive manner, but by holding one-on-one educational meetings with his plan participants to better understand their goals.
Phil has a decade of experience in financial services, including seven years as the Vice President of Retirement Services at Centennial Group Benefits. He was previously with Wells Fargo Advisor and Wachovia Securities.
Phil is an active member of the University of Arizona Alumni Association and the Sigma Chi Orange County Chapter. When not in the office, you can find Phil golfing, playing basketball or hiking mountains ranging from Mt. Rainer in Washington to Mt. Orizaba in Mexico. You could also attempt to catch him competing in a number of major national marathons such as the New York Marathon, the Washington D.C. Marathon and the Los Angeles Marathon. Phil is also a Dodgers and Lakers fan, and enjoys coaching his kids’ sports teams.
- Phil graduated from the University of Arizona alumni and holds AIF, CRPS and C(k)P certifications.
- Individual Wealth Management
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