A complete list of active advisors currently associated with RSG Financial Group Inc
Warmer can help you find a great advisor at RSG Financial Group Inc or one who fits your needs even better.
RSG Financial Group, Inc. provides advisory services to individual clients and organizations, offering financial planning and consulting, investment supervisory services (individual portfolio management), and retirement plan consulting for plan sponsors. The firm delivers standalone hourly planning and continuous portfolio management on either a discretionary or non‑discretionary basis. RSG develops individualized investment policies and implements portfolios guided by clients’ objectives, reviewing accounts at least quarterly and rebalancing as appropriate; its analytical approach includes fundamental and technical analysis and an emphasis on asset allocation. For implementation and custody it uses third‑party platforms and relationships—most notably the Pontera platform for managed “held‑away” accounts and Charles Schwab Institutional for custody and trading—and participates in wrap/separately managed account arrangements. Noteworthy differences from many peers include formal affiliations with an accounting practice (Richesin Accountancy Corporation), where firm principals also practice as licensed CPAs and routinely cross‑refer clients, and personnel who serve as licensed insurance agents with an affiliated insurance company (Cypress Dental Insurance Company of CA), which can result in commission income and referral activity. The firm also accepts ERISA fiduciary roles (including limited 3(38) manager responsibilities), discloses receipt of platform and soft‑dollar benefits (including Pontera’s 25 bps platform charge and benefits from Schwab), and documents how those arrangements may create and are intended to be managed as potential conflicts of interest.
To learn more about the advisors currently working at RSG Financial Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stockton, CA
| 0
| |
Stockton, CA
| 22
|
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