Joel Shomaker
Director Wealth Management at Retirement Benefits Group | Irvine, California, United States
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Joel Shomaker serves as the Director of Wealth Management at Retirement Benefits Group (RBG), where he leverages his extensive expertise in financial planning and investment strategies to guide both company-sponsored retirement plans and high-net-worth individuals. With a career spanning over two decades, Joel has established himself as a trusted advisor in the Orange County area, providing tailored solutions that address the unique financial needs of his clients. His credentials as a CERTIFIED FINANCIAL PLANNER™ professional, along with designations such as AIF® (Accredited Investment Fiduciary) and NQPA® (Non-Qualified Plan Advisor), underscore his commitment to fiduciary responsibility and comprehensive financial advisory services.
At RBG, Joel plays a pivotal role in managing key projects that focus on optimizing retirement plan investments and mitigating fiduciary liability for both large and small companies across the United States. His deep understanding of mutual funds, equities, and profit-sharing plans enables him to craft customized strategies that enhance the financial well-being of plan executives and participants alike. Joel's proficiency in areas such as IRAs, annuities, and long-term care planning further enriches the comprehensive financial planning services offered by RBG.
In an ever-evolving financial landscape, Joel remains dedicated to educating clients on the intricacies of retirement planning and investment management. His approach is characterized by a blend of analytical rigor and personal engagement, ensuring that each client receives the attention and expertise necessary to achieve their financial goals. As he continues to navigate the complexities of retirement benefits, Joel Shomaker stands out as a leader in wealth management, committed to empowering individuals and organizations to secure their financial futures.
Director Wealth Management at Retirement Benefits Group in April 2011 to Present
Financial Advisor at Bank of America Investment Services in December 2003 to December 2006
Financial Advisor at Prudential Securities in January 1998 to January 2003
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Retirement Planning
Asset Allocation
Retirement
Pensions
Qualified Retirement Plans
Investments
Estate Planning
401k
Insurance
Wealth Management
Mutual Funds
Financial Advisory
Certified Financial Planner
Small Business
Investment Advisory
Series 7
Defined Benefit
ERISA
IRA's
Financial Planning
Series 66
Series 63
Annuities
Asset Management
Employee Benefits
Portfolio Management
Risk Management
Investment Strategies
Investment Products
Series 6
Profit Sharing
FINRA
Long Term Care
ETFs
Alternative Investments
Bonds
Equities
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Discover more about Retirement Benefits GroupWhat is Joel Shomaker email address?
Email Joel Shomaker at [email protected]. This email is the most updated Joel Shomaker email found in 2026.
What is Joel Shomaker phone number?
Joel Shomaker phone number is +19498422542.
How to contact Joel Shomaker?
To contact Joel Shomaker send an email to [email protected]. If you want to call Joel Shomaker try calling on +19498422542.
What is Joel Shomaker net worth?
Joel Shomaker has an estimated net worth of $500,000 to $749,999
What company does Joel Shomaker work for?
Joel Shomaker works for Retirement Benefits Group
What is Joel Shomaker's role at Retirement Benefits Group?
Joel Shomaker is Director Wealth Management
Joel Shomaker Email Addresses
Joel Shomaker Phone Numbers
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