Rohn S. Trieglaff, CLU, AIF is a highly experienced professional in the financial services industry, specializing in employee benefits and retirement planning. With over 30 years of expertise, Rohn acts as an ERISA Section 3 21 investment fiduciary retirement plan consultant and group insurance benefits consultant, providing comprehensive solutions for businesses and their employees in San Diego, CA.
As a registered principal with LPL Financial and an investment advisor representative with Global Retirement Partners, LLC, Rohn holds the Chartered Life Underwriter (CLU) designation from The American College and the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies. He is dedicated to maintaining the highest standards of quality and ethics, ensuring that clients receive personalized guidance and support in achieving their retirement and insurance goals.
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