Conor Weir and
Sophois Sokhom have joined Retirement Benefits Group (RBG) to provide retirement
consulting services to clients in Long Beach, California.
Weir will serve as a managing director and financial
consultant. He is responsible for retirement plan design, participant advising,
investment management, fiduciary risk management, business succession planning
and planned giving. Before joining RBG, Weir built his practice at Merrill
Lynch. Focusing on managing retirement plans during the last three years, Weir's
team accumulated approximately $60 million in client assets. Weir holds a
bachelor’s degree in sociology and philosophy from Carleton College in
Northfield, Minnesota, and a master’s of business administration with a
concentration in finance from Oxford.
As director of client relations, Sokhom’s primary focus will
be ensuring the firm’s clients receive the necessary expertise and attention to
pursue their financial goals. Sokhom has extensive experience in risk
management, insurance, annuities and financial planning from her diverse
background at companies including Merrill Lynch, Robert Half Executive
Recruiting and Andersen Consulting. She holds a bachelor’s degree in economics
from Carleton College and a master’s of business administration with a focus in
finance from the University of St. Thomas in Minnesota. She holds the certified
financial planner (CFP), chartered retirement plans specialist (CRPS) and
chartered retirement planning counselor (CRPC) designations.
As well as managing a number of retirement plans, Weir and
Sokhom serve as chief financial officer to families and business owners. Their
team specializes in managing the overlap between business and personal wealth,
managing retirement plans and helping individual clients plan for their own
The decision to join Retirement Benefits Group stemmed from
their desire to align the firm with one that is focused on retirement planning,
Weir said in a statement, citing Retirement Benefits Group’s expertise and
array of tools. “We will also benefit from additional freedom in terms of the
providers we work with and methods in which we price plans,” he said.
Benefits Group is a network of retirement plan consultants with headquarters in
Southern California and 13 affiliate offices nationwide.