Rohn holds a Chartered Life Underwriter (CLU) designation from The American College, a Certified Healthcare Reform Specialist® (CHRS®) designation endorsed by the Healthcare Reform and Policy Institute and an Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. He is a registered principal with LPL Financial, a registered broker/dealer. He is also a licensed Life, Health, Disability and Long Term Care Insurance Agent.
Rohn is a member of the American Society of Pension Professionals and Actuaries (ASPPA), striving to maintain the highest in quality and ethical standards.
Rohn has over 20 years of experience in the financial services industry, many as an ERISA Section 3(21) investment fiduciary retirement plan and group insurance benefits consultant.
On the retirement planning side, Rohn is in the boat with you, being a named ERISA Section 3(21) investment fiduciary for your Plan. In layman terms, this means he is personally liable for the information, the advice and the investment decisions he makes on behalf of your company’s retirement Plan. Rohn is deeply involved with all aspects of your Plan . . . making you aware of newer, more cost-efficient and performance competitive Plans, to setting up and implementing your chosen Plan . . . all the while conducting participant education meetings and assisting you with enrolling your employees. He monitors your Plan’s investments on a quarterly basis via an Investment Committee that he organizes and manages. All of his actions prove his commitment - that being to help guide you, your employees and your families on a path towards a comfortable retirement.
On the group insurance side, Rohn helps you realize your vision of your company’s group insurance benefits. He analyzes your existing employee benefit plans (if you already have them), finds out what is working and what is not, takes into account the demographics of your workforce and your industry, then finds and explains to you the viable, alternative plans that would improve them. Again, like retirement plans, Rohn is deeply involved in all aspects of your group insurance programs . . . from setting them up, to making you aware of new approaches to health care that encourage your employees to see their doctors and take preventative health actions - actions that can result in a more productive workforce and lower, more stable premiums. He educates and enrolls your employees, answers their on-going questions, and is actively involved with addressing any insurance-related problems that may arise. All this to ensure that you, your employees and their families are protected from life’s health-related issues.
As the President of the EconEd Foundation of San Diego, a board member of both the California Council on Economic Education and the San Diego Center for Economic Education at Cuyamaca College, Rohn knows the value of education and promotes economic reasoning and thinking in Kindergarten through 12th grade classrooms.
Below is a three minute video to watch Rohn discuss his volunteer work with non-profit organizations promoting economic literacy and personal finance for our youth.
Securities offered through LPL Financial, Member FINRA www.finra.org and SIPC www.sipc.org. Investment advisory service offered through Global Retirement Partners, LLC, a registered advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Hawaii and Idaho.