Irvine, CA 9841 Irvine Center Dr Office

Robert Engel is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial since 2006. He holds a Series 63 license and operates in Irvine, CA. Outside of his advisory role, he is involved in developing products for the golf industry through ProX Golf Products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Benjamin Engel is a financial advisor with LPL Financial in Irvine, CA, holding Series 66 and Series 63 credentials and five years of industry experience. His prior experience includes roles at Zions Bancorporation and Northwestern Mutual. He is also a licensed life insurance agent affiliated with Cavalier and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Tyler Renaud is a financial advisor at LPL Financial with Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2022, he held positions at various organizations including AD Lehl & Company, Wealth Planning Group OC, and G3PM Law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.