The TRC Group at Morgan Stanley

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The TRC Group

OUR MISSION STATEMENT

Our mission is to help our clients develop a deep sense of confidence that their retirement plans will provide financial security for their employees.

Our Story and Services

Our Story

In June 2003, Mike, Tom and Chris joined as partners to service 401k plans on the basis that employees need to be educated on why to save and how to do it, and employers need to be educated on what questions to ask to ensure that their plans are efficient, compliant, and high performing.

Vision

Our vision is to change the way participants view their employers’ retirement plans by making them inspiring.

Our Value Proposition

Our value proposition is to help our clients increase employee participation through education and communication, reduce plan risk and expense, and transfer work from your desk to ours.

Services Include

  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Financial Planning
  • Executive Financial Services
  • 529 Plans
  • Annuities
  • Cash Management
  • Qualified Retirement Plans


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 16644 West Bernardo Dr Suite 400
  • San Diego, CA 92127


    Experience

    Experience

    Michael P. Roberts, CFP®, CIMA®
    First Vice President, Wealth Management
    Financial Advisor
    Corporate Retirement Director
    tel: (858) 674-3904

    •2009 - Present:Morgan Stanley*
    Corporate Retirement Director
    Vice President
    Rancho Bernardo, CA
    •2003 - 2009:UBS
    Financial Advisor
    Corporate Services Financial Advisor
    •2005 - Present:Member of the Investment Management Council of America
    •2005 - Present:Certified Investment Management AnalystSM (CIMA®)
    University of CA - Berkeley
    •2006 - Present:Certified Financial Planner™ (CFP®)
    Member of the Financial Planning Association
    Boston University
    •Corporate Retirement Plan Specialist (CRPS®)
    Corporate Retirement Planning Counselor(CRPC®)
    College for Financial Planning
    •Series 7, 24, 63 & 65 Licensed
    •Life & Annuity Insurance Licensed

    Thomas J. Kokjohn, CFP®, CRPS®
    Vice President, Wealth Management
    Financial Advisor
    Corporate Retirement Director
    Financial Planning Specialist
    tel: (858) 674-3930

     •2009 - Present:Morgan Stanley*
    Financial Advisor
    Financial Planning Specialist
    Rancho Bernardo, CA
    •2006 - Present:Certified Financial Planner™ (CFP®)
    Member of the Financial Planning Association of San Diego
    •2002 - 2009:UBS Financial Services, Inc.
    Financial Advisor
    •Personal Financial Planning Certificate
    San Diego State University
    •Bachelor's - Business Management, 2000
    California State University
    San Marcos, CA
    •Rancho Bernardo High School, 1995
    Rancho Bernardo, CA
    •Series 3, 7 & 66 Licensed
    •Life & Annuity Insurance Licensed

    Working With You

    Working With You

    Click here to view our brochure:

    TRC Group at Morgan Stanley Brochure.pdf

    At The TRC Group, we have access to first-class resources that are designed specifically to tackle the hurdles you and your employees face and the specialized knowledge and experience to address those challenges now and in the future. Our priority is to understand and consult on the specific needs of you and your employees in a collaborative, professional and educational manner - one that places your goals at the center of our relationship. 

    Awards

    Awards

    • The TRC Group Named to NAPA's "Top DC Advisor Firms" List for 2017

    Meet The TRC Group

    From Our Team

    LifeView Financial Goal Analysis Client Profile (to be used with the LifeView Goal Analysis tool)

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact The TRC Group today.

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